Job Title: Account Coordinator

Department: Surety

Location: Louisville, KY (100% onsite, in office

About Acrisure:

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.

Job Summary:

Learning the meaning of the principles of insurance. Individual contributor representing the most common entry point for a career path in account management; works under direct supervision. Perform tasks related to account management, like creating reports, scheduling client meetings, performing research and updating client documentation and records. They typically receive daily direction from account executives or account managers. Required to obtain the necessary insurance license(s).

Responsibilities:

Maintain and update paper and electronic client financial and bond files

Receive and dispatch correspondence promptly

Act as liaison with surety companies and maintain surety relationships

Act as liaison with clients and client staff

Assist Producers

Assist other team members

General Administration Duties Include:

Preparing routine/follow-up correspondence – paper and electronic

Copying

Scanning

Filing

Drafting and/or sending electronic and/or paper correspondence

Preparing overnight packages and receipts

Telephone answering and responding to voice messages

Assisting in mailings

Other administrative support, as directed

Competencies:                                    

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Responsibilities:

Attention to detail and commitment to a high level of accuracy

Able to work independently with a high degree of interaction with team members

Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance

Demonstrate excellent time management and prioritization skills

Ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information

Maintain a professional demeanor and positive attitude

Ability to pass a clerical assessment

Able to pass drug and background checks

Punctuality

Good team skills, works well with colleagues and peers

Self-starter

Basic math skills

Strong organizational skills

Technology Skills:

Applied EPIC or similar agency management software experience is highly desirable, but not required

SurePath/Tinubu or similar surety bonding software experience, preferred but not required

Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, etc.)

Education and/or Experience:

Prior surety bond experience is highly desirable

At least three-years of office-based customer service (other than food or retail)

Prior bookkeeping and/or accounting experience (desirable)

Prior customer service in banking or insurance (desirable)

Prior paralegal experience is desirable

High school graduate required; college experience preferred

Prior experience in a professional office setting (minimum of 3 years)

Benefits & Perks:

Competitive Compensation

Industry Leading Healthcare

Savings and Investments

Charitable Giving Programs        

Opportunities for Growth

Parental Leave

Generous time away

Acrisure 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.
 

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.