Account Coordinator - Commercial Lines

Job Title: Account Coordinator - Commercial Lines

Department: Digital Service Center

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:

The Account Coordinator primarily supports the Digital Account Manager with Commercial Insurance renewals and quotes as well as other administrative support functions designed to improve customer data quality, communication, and overall customer engagement.

About The Role:

Reporting to the Digital Team Manager, 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 organization. The ideal candidate should have strong communication and organizational skills, a background in Commercial Insurance and thrive in a fast-paced environment.

Key Responsibilities:

• Maintain accurate client records, notes and documents (per Account Manager instructions) in agency management system.

• Enter/renew policies and insurance policies in a timely fashion for assigned clients in agency management system.

• Assigned tasks and activities within automatically launched activities in agency management system.

• 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 new business submissions.

• Manage commercial changes and endorsements on files.

• Investigates and resolves complex service issues.

• Assists with renewal updates.

• Following instructions provided by the Account Manager, assist in servicing file and accounts. 

• Attend and complete any role relevant meetings, training sessions, or assignments as required.

• Perform other tasks or projects as requested by service team or region leadership.

• Assists the Account Management Team with day-to-day administrative needs such as claims and billing resolution and other service-related items.

Qualifications:

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence. 

• Demonstrated attention to detail, producing outcomes with minimal errors. 

• Understanding of insurance concepts as it relates to commercial insurance.

• Ability to adapt well to change in direction and priority 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 Commercial 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 & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option           

• Opportunities for Growth

• Educational Resources

• Generous time away