Account Coordinator

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:

The Account Coordinator manages clients’ needs and develops strong relationships through delivery of high-quality customer service. Acts as liaison between clients and internal cross-functional teams. Ensures the timely and successful delivery of our solution(s) per customer needs and improves the entire customer experience through teamwork and proactive customer service.

Fundamental Responsibilities

• Provide excellent customer service to members, client groups, brokers, and providers via phone and email.

• Operates as the point of contact for assigned client groups and brokers.

• Complete monthly/quarterly responsibilities accurately and in a timely manner.

• Ensures the timely and successful delivery of company’s solutions according to customer needs.

• Liaises between the clients and internal teams for solutions.

• Maintains a working-level understanding of the benefit products.

• Attend department or company meetings and trainings as required.

Job Functions

• Conduct portal trainings to educate client groups on how to navigate the online portal.

• Maintain accurate company information and associate distribution lists in the online portal.

• Use attention to detail to catch errors and inconsistencies in data.

• Answer incoming calls for the provider and benefit departments and add call notes to the portal.

• Provide members with ID cards, plan information, and assist with understanding of coverage requested via phone and email.

• Provide excellent customer service to client groups by providing claims data, invoices, enrollment reports, ID cards, call records, plan information, and other data that may be requested by phone or email.

• Assist providers with member eligibility, benefits, and claim status by phone and email.

Skills

• Developed time management skills

• Problem solving/analytical skills a plus

• Able to make decisions and work independently or with minimal supervision

• Able to think outside of the box and use resources to find answers and solutions

• Intermediate level experience using Microsoft Office

• Interpersonal communication skills

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.
 

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.