Commercial Lines Account Coordinator

Job Summary: 

To assist the Commercial Lines service staff and Client Advisors (as necessary) in servicing new and existing accounts, with a positive attitude, as stated by agency guidelines and procedures. A Commercial Lines Account Coordinator is committed to delivering a consistently impeccable experience. 

Responsibilities: 

Essential Functions include the following. Other duties may be assigned. 

• Renewal Preparation 

• Produce pre-renewal and renewal schedules at the request of the Account 

• Manager/Executive. 

• Request loss runs. 

• Create premium loss summary, where applicable. 

• Research and prepare premium finance agreement for Account Manager/Executive’s review. Activate premium finance agreement and perform follow-up. 

• Obtain MVR’s, as required. 

Proof of Coverage 

• Provide proof of insurance to clients and/or mortgagees via ID cards, certificates of insurance, or evidence of insurance after verifying coverage to avoid issues involving potential E&O’s.
• Handle requests timely and accurately in accordance with agency procedures and service standards. 

Process Policies 

• Accurate and timely processing of endorsements, audits, cancellations, and reinstatements.
• Prepare audit letter, and, if agency bill, request check to include with the letter.
• Ensure accuracy of new or existing data. Assemble binder books. Process in compliance with Company and agency guidelines and service standards. 

Process CNR’s 

• Process notices of cancel or reinstatement for insureds and certificate holders in accordance with Company and agency guidelines and service standards.
• Forward LPR’s promptly to the Company and follow up for confirmation.
• Memo late payment notices, follow up for payment as necessary, and send no coverage letters upon final notice.

Specialized Coverages 

• Quote and issue flood, wind and builders risk policies.
• Handle requests timely and accurately in accordance with agency procedures and service standards. 
• Receive, review and input coverage relating to endorsements and underwriting information on new flood, wind and builders risk policies in agency management system in accordance with agency procedures and service standards.
• Ensure accuracy of new or existing data. Notify Account Manager/Executive of any errors or deviations to avoid potential E&O’s. 

Education/Experience: 

• Minimum of 2 years’ experience in commercial processing desirable.
• 4-40 insurance license required within 90 days of being in this position.
• If candidate does not have commercial insurance background, must demonstrate a strong knowledge of fundamental insurance principles.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.