Personal Lines Account Coordinator
Personal Lines Account Coordinator
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$ 55000 - 65000
1 Vacancy
Job Description
Job Description
Job Title: Account Coordinator PL
Department: Personal Lines
Location: New York Region
About Us:
Acrisures 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. Acrisures 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
#LI-JP1
Pay Details:
Annual Salary: $55000 - $65000Acrisure 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
