Jobs and Careers

Account Coordinator - Personal Lines

Acrisure

Grandview Heights, United Statesfull_timeVerifiedPosted 24 Mar 2025

💰 $62,000/yr($52,000/yr – $62,000/yr)

About the role

Job Description

Job Title: Account Coordinator – Personal Lines

Department: Digital Service Center

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.

Position Overview

The Account Coordinator primarily supports the Digital Account Manager with Personal Lines Insurance renewals and quotes as well as other administrative support functions designed to improve customer data quality, communication, and overall customer engagement. Reporting to the Digital Team Lead, the role provides prompt, accurate and courteous service to support our client partners with their insurance needs as well as Account Managers and peers within the organization. The ideal candidate should have strong communication and organizational skills, a background in Personal Lines Insurance and thrive in a fast-paced environment.

Key Responsibilities

Maintain accurate client records, notes and documents (per Account Manager instructions) in agency management systems.
Enter/renew policies and insurance policies in a timely fashion for assigned clients in agency management systems.
Assign tasks and activities within automatically launched activities in agency management systems.
Complete all reports and assignments to support the region as it pertains to agency management system records.
Execute administrative tasks and reports to support clients, the service team, and other internal departments with compliance related projects.
Complete assigned tasks from the customer relationship management system.
Download/request carrier invoices, save/distribute as requested by client or internal teammate.
Prepare data for carrier files to quote and for all business submissions.
Manages personal lines changes and endorsements on file.
Investigates and resolves complex service issues.
Assists with renewal updates.
Follow instructions provided by the Account Manager, assist in servicing files and accounts.
Attend and complete and role relevant meetings, training sessions, or assignments as required.
Perform other tasks or projects as requested by the service team or region leadership.
Assist the Account Management Team with day-to-day administrative needs such as claims and billing resolution and other service-related items.

Qualifications

Requirements:

Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuations in correspondence.
Demonstrated attention to detail, producing outcomes with minimal errors.
Understanding of insurance concepts as it relates to personal insurance.
Ability to adapt well to change in direction and work in a fast-paced environment.
Ability to demonstrate proficiency with a variety of technology including MS Office.
Works well with minimal supervision; able to function independently and as part of a team.

Education/Experience:

High School diploma or recognized equivalent is required.
Minimum of 2 years’ experience in Personal Lines Insurance.
Minimum of 2 years' experience in a fast paced, professional office setting is required.
Previous insurance experience is preferred.
Bachelor’s degree or higher is preferred, or equitable experience.