Transportation Fleet Account Coordinator
Transportation Fleet Account Coordinator
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Job Description
Job Title: Account Coordinator
Department: Commercial Lines Transportation Fleet
Location: Melbourne FL
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 17000 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:
We are currently looking to add to our team with an exciting opportunity as an Account Manager. This position will have the primary responsibility for policy maintenance service and marketing of an assigned portion of accounts. The individual is expected to provide prompt accurate and courteous service to those clients.
Essential Duties and Responsibilities:
Manage emails mail voicemail agency management activities and selfaudit reports.
Explore all opportunities for exemplary service working to maximize client/account retention by managing renewals negotiating best terms and pricing marketing where needed clarifying coverage demonstrating product knowledge and final review/approval of client facing documents. Conduct quarterly or midterm client review explore opportunities for risk management attend inperson client visits and presentations as able.
Receive review and document all client and carrier correspondence in our agency management system delegating to team members as appropriate.
Ensure proper coding of agency commission risk advisor commission agency/branch/department structure and service team. Transact agency bill items unless delegated review and act on all account receivable items and bill/payment discrepancies.
Promote and maintain good relationships with clients and carriers.
Provide backup coverage for department team members.
Assist in the training of other employees at Team Advisors request.
Comply with agency standards policies and procedures.
Demonstrate (by your personal example) a strong positive teamoriented approach with your interactions with others.
This description is not meant to be allinclusive and may be modified from time to time at the discretion of management.
Competencies:
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
High school diploma or equivalent.
Individual should have a willingness to learn about commercial insurance
Individual must obtain Property & Casualty license within 90 days
Technology Skills:
Proficiency in Microsoft Office applications (Word Excel PowerPoint Outlook Teams)
Knowledge of Agency Management Systems; Applied Epic a plus
Other Qualifications:
Must have a high level of understanding accounting or strong math skills.
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
#LILR1
Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout 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 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 Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.
Required Experience:
IC
Employment Type
Full-Time
