Account Coordinator

Job Description

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.

The Client Services 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.

• Answers incoming calls for information about our workers compensation product. Provides excellent customer service and diligently works to resolve issues and errors.
• Develops and maintains a working‑level understanding of our worker’s compensation product.
• Operates as the point of contact for assigned customers and groups.
• Ensures the timely and successful delivery of company’s solutions according to customer needs and objectives.
• Liaises between the clients and internal teams.
• Assists with onboarding of new members.
• Assists with facilitation of client facing presentations.
• Tracks daily activities and progress with existing clients using our in‑house software systems.
• Supports the team with facilitation of broker requests.
• Maintain loss runs inbox by fulfilling requests.
• Maintain certificate inbox by fulfilling requests.
• Process renewal certificates and distribute them to client/broker.
• Support members with use of online portal.
• Maintain Service Inbox by fulfilling member requests.
• Maintain and manage any assigned groups, contacts and general client information.
• Generating of monthly invoices.
• Maintain understanding of billing and payments in system.
• Tracking and collecting funds from members on a monthly basis.
• Review and communication of yearly payroll audits to members.
• Member communication regarding annual meetings.
• Various administrative projects for assigned groups.

• Intermediate Computer Skills, Strong Knowledge of Microsoft Office (Microsoft Word, Microsoft Excel).
• Analytical and problem‑solving skills.
• 1-3 years of Customer Service Experience.
• High attention to detail.
• Excellent time management skills.
• Excellent telephone etiquette.
• Self‑motivated and able to thrive in a results‑driven environment.

The base compensation range for this position is $40,000 - $45,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership.

• Physical Wellness: Comprehensive medical insurance, dental insurance, vision insurance, life and disability insurance, fertility benefits, wellness resources, and paid sick time.
• Mental Wellness: Generous paid time off and holidays, Employee Assistance Program (EAP), and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan;
  Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; employee discount programs.
• Family Care: Paid maternity leave, paid paternity leave (including for adoptive parents), legal plan options, pet insurance coverage.
• Additional: and more.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting