Insurance Account Coordinator - Commercial Lines

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: 

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.

Benefits & Perks:

●          Competitive Compensation

●          Industry Leading Healthcare

●          Savings and Investments

●          Charitable Giving Programs            

●          Opportunities for Growth

●          Parental Leave

●          Generous time away

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