Account Coordinator

Job Description

Acrisure’s Southwest Platform is the largest operational region in Acrisure, with a significant book of business in the Commercial and Employee Benefits Key Account Segments. With this in mind, we continue to develop ways to efficiently care for, and address our clients’ needs – all while maintaining a business model that allows for growth of the Team and Acrisure.

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 

Reporting to the Employee Benefits Operations Lead, the role provides prompt, accurate and courteous service to support our client partners and their employees. The ideal candidate should have strong communication and organizational skills, a background in employee benefits or human resources, and thrive in a fast-paced environment. 

Responsibilities: 

• Assists the Account Management Team with day-to-day administrative and service-related items. 

• Resolve member claim issues by collaborating with provider, billing office, medical group, and carrier. 

• Communicate benefits options, eligibility, and enrollment procedures with members. 

• Manages benefits enrollment and terminations, including COBRA qualifying event notifications. 

• Performs regular billing audits and reconciliation. 

• Assists with new plan implementations. 

• Assists with HRIS/BenAdmin system implementation, renewal updates and testing/review. 

• Processes incoming Broker of Record letters, gathers new client benefit details and adds policy and commission information into agency management system. 

• Responsible for printing/binding of sales and renewal presentations and coordination of employee communication materials. 

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

Requirements: 

• Proficiency with employee benefits plan design and rate structure, as well as general eligibility rules. 

• Strong problem-solving skills. 

• Excellent communication skills with the ability to provide clear, concise, and accurate information in both written and verbal format.

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

• Flexibility, willing to “wear many hats” and assist team members in any capacity relating to client service. 

• Ability to use multiple monitors to move quickly between software applications (Excel, Word, Adobe) and various web-based benefit administration systems. 

• Ability to work independently and as a member of a team. 

• Knowledge and experience with HRIS/BenAdmin platforms, including Ease and Employee Navigator, preferred.

Education/Experience: 

• High School Diploma or the recognized equivalent is required. 

• Minimum of 2 years’ experience in the employee benefits industry or human resources is required. 

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

• Previous insurance experience is preferred. 

• Life/Health Agent License 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. 

• Some travel is required. 

• 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. 

• Hybrid environment, where work may be done in a temperature-controlled, non-smoking office. When working remote, work must be performed in a designated work area, free from distractions. 

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

Benefits & Perks: 

• Competitive Compensation

• Industry-Leading Healthcare 

• Savings and Investments 

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth 

• Educational Resources 

• Generous time away 

#LI- Hybrid

#hybrid

**this is a Hybrid role for the Aliso Viejo office- Tues, Wed, & Thurs.

Pay Details:

Hourly: $24 - $26

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.