Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Position OverviewThe Account Coordinator primarily supports the Digital Account Manager with Personal Lines Insurance renewals and quotes as well as other administrative support functions designed to improve customer data quality, communication, and overall customer engagement. Reporting to the Digital Team Lead, the role provides prompt, accurate and courteous service to support our client partners with their insurance needs as well as Account Managers and peers within the organization. The ideal candidate should have strong communication and organizational skills, a background in Personal Lines Insurance and thrive in a fast-paced environment.
Key ResponsibilitiesMaintain accurate client records, notes and documents (per Account Manager instructions) in agency management systems.
Enter/renew policies and insurance policies in a timely fashion for assigned clients in agency management systems.
Assign tasks and activities within automatically launched activities in agency management systems.
Complete all reports and assignments to support the region as it pertains to agency management system records.
Execute administrative tasks and reports to support clients, the service team, and other internal departments with compliance related projects.
Complete assigned tasks from the customer relationship management system.
Download/request carrier invoices, save/distribute as requested by client or internal teammate.
Prepare data for carrier files to quote and for all business submissions.
Manages personal lines changes and endorsements on file.
Investigates and resolves complex service issues.
Assists with renewal updates.
Follow instructions provided by the Account Manager, assist in servicing files and accounts.
Attend and complete and role relevant meetings, training sessions, or assignments as required.
Perform other tasks or projects as requested by the service team or region leadership.
Assist the Account Management Team with day-to-day administrative needs such as claims and billing resolution and other service-related items.
QualificationsRequirements:
Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuations in correspondence.
Demonstrated attention to detail, producing outcomes with minimal errors.
Understanding of insurance concepts as it relates to personal insurance.
Ability to adapt well to change in direction and work in a fast-paced environment.
Ability to demonstrate proficiency with a variety of technology including MS Office.
Works well with minimal supervision; able to function independently and as part of a team.
Education/Experience:
High School diploma or recognized equivalent is required.
Minimum of 2 years’ experience in Personal Lines Insurance.
Minimum of 2 years' experience in a fast paced, professional office setting is required.
Previous insurance experience is preferred.
Bachelor’s degree or higher is preferred, or equitable experience.
Benefits & PerksCompetitive Compensation
Industry Leading Healthcare
Savings and Investments
Charitable Giving Programs
Offering hybrid work option
Opportunities for Growth
Educational Resources
Generous time away
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Pay Details:
Annual Salary: $52,000 - $62,000Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.