Account Coordinator - Personal Lines

Acrisure’s Great Lakes Region began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the Region grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Great Lakes Region to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’ s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

About The Role

The Personal Lines Account Coordinator supports the day-to-day operations of the Personal Lines department. This role involves handling customer inquiries, processing policy changes, and ensuring that clients receive exceptional service. The ideal candidate will possess strong organizational skills, attention to detail, and the ability to work effectively in a team-oriented environment.

Responsibilities: 

• Respond to customer inquiries via phone, email, and in-person.

• Provide information about personal lines insurance products and services.

• Assist clients with policy changes, endorsements, and renewals.

• Process new insurance applications, policy changes, and renewals accurately and efficiently.

• Review and verify the accuracy of policy documents.

• Maintain up-to-date client records in the agency management system.

• Follow-up with clients to ensure satisfaction with service and products.

• Provide proactive communication to clients regarding policy updates and changes.

• Prepare and send out client correspondence, including policy documents and renewal notices.

• Assist with billing inquires and payment processing.

• Work closely with account managers and underwriters to ensure client needs are met.

• Participate in team meetings and contribute to process improvement initiatives.

• Assist with training and mentoring junior staff members as needed.

• Complete data projects 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.

• 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.

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

Requirements: 

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

• High degree of critical thinking; ability to problem solve when the answer is not readily apparent. 

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

• Understanding of insurance concepts and applicable law as it related to employee benefits. 

• Ability to adapt well to change in direction and priority in a fast-paced environment. 

• Ability to demonstrate advanced level 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.

• Previous experience in the insurance industry, particularly in personal lines, is highly desirable.

• Minimum of 2 years’ experience in a fast paced, professional office setting is required.

• Associate degree or higher is preferred, or equitable experience. 

• P&C license required. 

• Insurance related certifications (CISR, AINS, etc.) are a plus but not required.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Moderate stress due to regular deadlines and daily challenges.

• High finger dexterity while typing documents and forms.

• Occasionally lift up to 20 lbs.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Work environment is a temperature-controlled, non-smoking office.

• The noise level in the work environment is usually moderate.

Benefits & Perks:

• Competitive Compensation

• Industry-Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Opportunities for Growth

• Educational Resources

• Generous time away

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