What are the responsibilities and job description for the Insurance Account Coordinator - Surety Bonds position at Acrisure?
Job Title: Account Coordinator
Department: Surety
Location: Louisville, KY (100% onsite, in office
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.
Job Summary:
Learning the meaning of the principles of insurance. Individual contributor representing the most common entry point for a career path in account management; works under direct supervision. Perform tasks related to account management, like creating reports, scheduling client meetings, performing research and updating client documentation and records. They typically receive daily direction from account executives or account managers. Required to obtain the necessary insurance license(s).
Responsibilities:
- Maintain and update paper and electronic client financial and bond files
- Receive and dispatch correspondence promptly
- Act as liaison with surety companies and maintain surety relationships
- Act as liaison with clients and client staff
- Assist Producers
- Assist other team members
General Administration Duties Include:
- Preparing routine/follow-up correspondence – paper and electronic
- Copying
- Scanning
- Filing
- Drafting and/or sending electronic and/or paper correspondence
- Preparing overnight packages and receipts
- Telephone answering and responding to voice messages
- Assisting in mailings
- Other administrative support, as directed
Competencies:
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Responsibilities:
- Attention to detail and commitment to a high level of accuracy
- Able to work independently with a high degree of interaction with team members
- Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
- Demonstrate excellent time management and prioritization skills
- Ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
- Maintain a professional demeanor and positive attitude
- Ability to pass a clerical assessment
- Able to pass drug and background checks
- Punctuality
- Good team skills, works well with colleagues and peers
- Self-starter
- Basic math skills
- Strong organizational skills
Technology Skills:
- Applied EPIC or similar agency management software experience is highly desirable, but not required
- SurePath/Tinubu or similar surety bonding software experience, preferred but not required
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, etc.)
Education and/or Experience:
- Prior surety bond experience is highly desirable
- At least three-years of office-based customer service (other than food or retail)
- Prior bookkeeping and/or accounting experience (desirable)
- Prior customer service in banking or insurance (desirable)
- Prior paralegal experience is desirable
- High school graduate required; college experience preferred
- Prior experience in a professional office setting (minimum of 3 years)
Benefits & Perks:
- Competitive Compensation
- Industry Leading Healthcare
- Savings and Investments
- Charitable Giving Programs
- Opportunities for Growth
- Parental Leave
- Generous time away
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.
