Commercial Insurance Account Coordinator

Job Description

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 has 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

This position will assist Account Managers with the assigned commercial lines book of business, renewal process, preparation of proposals and account summaries, and enter client activity in the agency system. In a dynamic environment like Acrisure, an Account Coordinator must be detail-oriented, customer-focused, and capable of juggling multiple tasks simultaneously. Strong communication skills and a firm understanding of personal lines insurance will enhance their effectiveness in contributing to the success of the account management team.

Responsibilities

• Client Interaction: As the primary contact for clients, they ensure all requests and inquiries are managed promptly and effectively, fostering strong client relationships.
• Account Management Support: They assist account managers with crucial tasks such as proposal preparation, renewal management, and processing endorsements. This often requires coordination with various departments to address all client account facets satisfactorily.
• Data Entry and Record Keeping: A significant duty includes maintaining precise records of client information, communications, and transactions within company systems to guarantee seamless account operations.
• Communication: They facilitate communication between clients and internal teams, swiftly addressing client needs and resolving any issues that arise.
• Administrative Tasks: Managing scheduling, documentation, and other administrative duties are essential for supporting the account management team efficiently.
• Problem Solving: Proactively identifying potential client account issues, resolving them independently, or escalating as necessary forms a critical part of their role.

Requirements

• Insurance experience from an agency or broker setting.
• Strong PC skills including Microsoft Office, Outlook, Excel, and PowerPoint, required.
• P&C License is preferred.
• High attention to detail and organization skills.
• Excellent communication skills.
• Ability to multi-task in a fast-paced environment.
• Strong problem-solving skills.
• Strong verbal and written communication skills.

Education and Experience

See 'Requirements' section above for details on qualifications and experience.

Benefits & Perks

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Parental Leave
• Generous time away