What are the responsibilities and job description for the Account Coordinator position at Acrisure?
Purpose of Job :
This position will include all aspects of servicing commercial accounts. The key objective of this
position is to provide support to the Account Executive in handling day-to-day tasks efficiently
and effectively.
Responsibilities :
- Support the Account Executive in all functions as directed and approved by the management team.
- Process policy changes using EPIC and carrier websites when applicable.
- Forward applications / submissions to carriers as directed by the Account Executive.
- Prepare documents and other correspondence as requested by delegating authorities.
- Issue Auto ID Cards, binders, and other relevant proofs of insurance.
- Order Motor Vehicle Reports, Insurance to Value Reports, and Flood Zone Determinations as needed.
- Collaborate with the client and carrier to review, identify, and resolve billing / invoicing
questions and problems. Notify the Account Executive as needed.
underwriters and insureds regarding overdue and suspense items, referring to the Account Executive
when necessary.
Position Requirements :
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.
