What are the responsibilities and job description for the Account Coordinator - Surety position at Acrisure NJ Partners Insurance Services, LLC?
Job Title: Account Coordinator - Surety
Location: Fairfield, NJ
About The Role:
This position is responsible to support Account Managers to meet client needs with general focus on transactional tasks through following processes and workflows.
Responsibilities:
Issue certificates / evidence of insurance, ID cards, binders (where appropriate) and MVRs if applicable.
Input and update policy information in EPIC
Send applications / submissions to carriers at account managers direction.
Assist account managers in preparing proposals, loss summaries, schedules of insurance and other relevant spreadsheets/reports.
Follow up with underwriters for policies, endorsements and change requests.
Respond to client inquiries, incoming mail, and company request needs on a timely basis.
Scan and/ or attach all e-mails, applications, certificate/Evidence requests, faxes and other correspondence received in EPIC and ensure accuracy of client data.
Handle vehicles change requests from insureds and dealers.
Prepare cover letters for routine endorsements.
Handle on-line endorsement/ application processing
Handle audit processing and sending to insureds.
Adhere to EPIC system agency business processes and workflows
Complete other functions and assignments as needed, including back-up duties
Perform other responsibilities and assignments to meet business needs
*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*
Requirements:
Strong organizational and time management skills along with a demonstrated attention to detail
Successfully works independently and collaboratively, depending upon the specific needs of the tasks
Ability to work in fast paced environment, prioritize multiple tasks, and meet deadlines
Professionally and effectively communicates, both verbally and in writing, including the ability to actively listen
Must be able to problem-solve to help address issues or refer them to others for assistance
Enjoys a high degree of interaction with team members, and consistently demonstrates high motivation, positive behavior, sense of urgency, and works to achieve goals and objectives
Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect
Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint with experience collaborating efficiently in M365 (OneDrive, MS Teams, SharePoint)
Proficient computer skills with agency management software systems preferred
Education/Experience:
High School Degree/Diploma or higher is desired
Insurance experience is desired.
Prior office experience within the insurance industry is preferred
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
Acrisure is committed to making an impact in our communities by giving back, with millions committed to children’s health with Helen Devos Children’s Hospital and UPMC Children's Hospital of Pittsburgh.
For more, visit www.Acrisure.com or learn more here.
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.
