Account Coordinator

Purpose of Job:
This position will include all aspects of servicing commercial accounts. The key objective of this 
position is to provide support to the Account Executive in handling day-to-day tasks efficiently 
and effectively.
Responsibilities:
• Support the Account Executive in all functions as directed and approved by the management team.
• Process policy changes using EPIC and carrier websites when applicable.
• Forward applications/submissions to carriers as directed by the Account Executive.
• Prepare documents and other correspondence as requested by delegating authorities.
• Issue Auto ID Cards, binders, and other relevant proofs of insurance.
• Order Motor Vehicle Reports, Insurance to Value Reports, and Flood Zone Determinations as needed.
• Collaborate with the client and carrier to review, identify, and resolve billing/invoicing 
questions and problems. Notify the Account Executive as needed.
• Complete proposals based on pre-approved templates and submit them to the Account Executive for review.
• Complete and update applications and upload them to the Indio platform when required.
• Review endorsements and audits for accuracy.
• Work with the Accounting Team to obtain agency billed invoices as needed.
• Follow up with underwriters for policies, endorsements, and other policy documents as required.
• Maintain the activities system to follow up on outstanding tasks, and communicate with 
underwriters and insureds regarding overdue and suspense items, referring to the Account Executive 
when necessary.
• Maintain policy information in EPIC and shared drive files in an orderly and up-to-date manner.
• Develop an excellent knowledge of all partner carrier and vendor websites and their functions.
• Be familiar with and follow agency E&O and Workflow and Procedure guidelines.
• Perform projects as requested by management.
• Provide back up for office administration tasks as needed.
• Provide training to co-workers when required.

Position Requirements:

• High school diploma, some college preferred.
• Insurance experience is a plus.
• Proficiency in Microsoft Office - Word & Excel.
• Strong oral and written communication skills.
• Detail-oriented, highly organized, and able to meet deadlines.
• Ability to work in a team environment.

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.
 

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