Account Coordinator - Personal Lines

Job Title: Account Coordinator

Department: Personal Lines

Location: New Jersey Platform

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: 

Our Account Coordinators are responsible for supporting Account Managers to meet client needs with general focus on transactional tasks through following processes and workflows.

Responsibilities:

• Issue certificates / evidence of insurance, ID cards, binders (where appropriate) and MVRs if applicable

• Input and update policy information in EPIC and ensure accuracy

• Send applications / submissions to carriers at account managers direction

• Assist account managers in preparing proposals, loss summaries, schedules of insurance and other relevant spreadsheets/reports

• Follow up with underwriters for policies, endorsements and change requests

• Respond to clientinquiries, incoming mail, and company request needs on a timely basis

• Scan and/ or attach all e-mails, applications, certificate/evidence of insurance requests, faxes and other correspondence received in EPIC and ensure accuracy of client data

• Handle vehicles change requests from insureds and dealers

• Handle on-line endorsement/ application processing

• Adhere to EPIC system agency business processes and workflows

• Perform other responsibilities and assignments to meet business needs

Requirements:

• Strong organizational and time management skills along with a demonstrated attention to detail

• Successfully works independently and collaboratively, depending upon the specific needs of the tasks

• Ability to work in fast paced environment, prioritize multiple tasks, and meet deadlines

• Professionally and effectively communicate, both verbally and in writing, including the ability to actively listen

• Must be able to problem-solve to help address issues or appropriately refer them to others for assistance

• Enjoys a high degree of interaction with team members, and consistently demonstrates high motivation, positive behavior, sense of urgency, and works to achieve goals and objectives

• Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect

• Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint with experience collaborating efficiently in M365 (OneDrive, MS Teams, SharePoint)

• Proficient computer skills with agency management software systems preferred

Education/Experience:

• High School Degree/Diploma or higher is desired

• Insurance experience is desired

• Prior office experience within the insurance industry is preferred

Acrisure is committed to making an impact in our communities by giving back, with millions committed to children’s health with Helen Devos Children’s Hospital and UPMC Children's Hospital of Pittsburgh.

For more, visit www.Acrisure.com or learn more here.

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