Account Coordinator

Posted 12 Days Ago
Be an Early Applicant
Fresno, CA
Entry level
Fintech • Software • Financial Services
The Role
The Assistant Account Manager will learn and apply insurance principles, serve as a primary contact for clients, and perform routine tasks with direct supervision. The role requires obtaining necessary insurance licenses and focuses on supporting client coverage strategies for simpler accounts.
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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 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:

This position will assist senior account managers with the assigned book of business, renewal process, preparation of proposals and account summaries, enter client activity in the agency system.

Responsibilities

  • Renewal process, preparation of proposals and account summaries, data entry of client activity in the agency system.  

  • Exercise judgment and discretion in important matters.  

  • Meet with clients as needed.           

  • Receive and responds to all calls, faxes, emails and mail in a timely manner. 

  • Organize and prioritize workflow.  Process certificates, policies, endorsements and other related items; verify accuracy and forward to the client with appropriate correspondence.  

  • This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management. 

Requirements

  • Strong PC skills including Microsoft Office, Outlook, Excel, and PowerPoint, required. 

  • High attention to detail and organization skills. 

  • Excellent communication skills. 

  • Ability to multi-task in a fast-paced environment. 

  • Strong problem-solving skills. 

  • Ability to interact with diverse personalities. 

  • Strong verbal and written communication skills. 

Pay Details:

Hourly: $19 - $20

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.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

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.

The Company
HQ: Grand Rapids, Michigan
3,983 Employees
On-site Workplace

What We Do

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 16,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4 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. Additionally, Acrisure is committed to making an impact in our communities by giving back, as seen by our partnerships with Helen Devos Children’s Hospital and UPMC Children's Hospital.

Discover more at www.Acrisure.com.

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