Account Coordinator

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit, prioritizing leadership, accountability, and collaboration, equipping our teams to work at the highest levels possible.

Acrisure is seeking an Account Coordinator to join our growing team in (location). The Account Coordinator’s primary duties include the day‑to‑day processing of new business, renewal business, and policy changes. The ACs are also held accountable for delivering excellent customer service through efficient workflow processes and collaboration with the team. This role requires a working knowledge of workflows, service delivery, workload management, and Acrisure’s core deliverables.

• Serves as primary processor of client‑related documents and services.
• Utilizes standard processes to increase effectiveness and improve overall service delivery.
• Administers defined processes, analyzes data, and suggests improvements.
• Provides professional, timely, and accurate output to customers and internal team members.
• Partners with the team to manage the workload and deliver exceptional customer service.
• Improves client satisfaction by meeting and exceeding customer service standards.
• Receives and responds to client calls and email requests per Customer Service Standards.
• Works side‑by‑side with the team, fosters ongoing, open communication, and manages the workload.
• Facilitates a team environment that promotes collaboration and trusted partnerships.
• Utilizes social media to facilitate open communication and idea sharing both internally and externally.
• Stays on top of priorities and reprioritizes as needed, while maintaining accuracy of output.
• Uses the Operating Systems (O.S.) as defined and enters needed information accurately and timely.

• Must be performing the Account Coordinator duties consistently at a high level and taking on duties outside of the core Account Coordinator defined role, including performing several Account Management duties on a consistent basis.
• Demonstrated knowledge and proven efficiency of workflows, insurance processing and Acrisure’s core deliverables.
• Actively participates in project teams, effectively going outside the role.
• Demonstrated ability and continuously fulfills the lead role in training and mentoring of other Account Coordinators for the department.
• Effectively fulfills Account Manager responsibilities on select clients.
• Works with underwriters to review quotes, negotiate premiums and resolve service issues.
• Manages the renewal timeline and process.
• Actively participates in industry related association(s).
• High school diploma or GED (college preferred).
• A minimum of 3 years’ experience as an Account Coordinator within the insurance industry or business‑related experience.
• Proficient in Account Coordinator core functions and consistently meets service standards.
• Consistently performing several defined Account Management duties regularly.
• Completion of industry‑recognized professional designation required (e.g., CISR, CIC, STAR, CEBS).

• Current Insurance License in Health & Life for the state in which your agency office is located, or the ability to obtain this within six months of hire.
• Proficient in Microsoft Office Products.
• Comfortable in an electronic environment with strong computer skills.
• Excellent people skills and ability to work well in a team environment.
• Excellent verbal and written communication skills.
  
  Strong organizational skills and attention to detail.

• High school diploma or GED (college preferred).
• A minimum of 2 years’ experience within the insurance industry or business‑related setting.
• Current Property and…