Personal Lines Account Coordinator

Job Description

Job Title: Account Coordinator, PL

Department: Personal Lines

Location: New York Region

About Us:

Acrisure’s New York Platform began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure New York Platform to where it is today, with a culture built on organic partnership.

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.

Job Summary:

Entry-level position that provides account management support to Personal Lines Account Managers/Executives on assigned accounts. Support Producer(s) and Account Managers in servicing new business and retaining renewals.

Responsibilities:

• Performs tasks related to account management, but not limited to:

  • Account transactions including ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence. Creating reports, scheduling client meetings, performing research, and updating client documentation and records.

  • Respond to client inquiries, incoming mail, and company request needs on a timely basis.

  • Collect renewal data on assigned accounts.

  • Review new/renewal policies and endorsements to insure items were received as ordered.

  • Maintain accuracy of client data in agency management system (Applied Systems / EPIC)

  • Document all activities in agency management system (Applied Systems / EPIC)

  • Understand and utilize upload, download and interface technology.

• Assist other departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.

• Keeping Producers and Account Managers informed of all important activities on their accounts including being sensitive to potential problems and informing management.

• Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance.

• Maintain knowledge of current underwriting requirements of contracted insurance carriers

• Maintain knowledge of policy provisions and any changes in these provisions

• Complete other functions and assignments as assigned including back-up duties.

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

Requirements:

• May need to obtain an active P&C license in the future

• Strong organizational skills- ability to prioritize and be proactive

• Computer skills, Microsoft Word, Outlook and Excel.

• Applied EPIC experience a plus.

• Excellent verbal and written communication skills as well as strong interpersonal skills

• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages

• Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form

Education/Experience:

• High School diploma required, Associate Degree or higher preferred

• CPCU or special training course completion a plus.

• Previous experience in the industry a plus.

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs         

• Offering hybrid work option       

• Opportunities for Growth

• Parental Leave

• Generous time away

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Pay Details:

Annual Salary: $55,000 - $65,000

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employme