Account Coordinator Commercial Lines
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Job Location:
Fresno, CA - USA
Hourly Salary:
$ 20 - 27
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Job Title: Account Coordinator
Department: Commercial Lines
Location: West Division
About Us:
Acrisures West Division 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 West Division 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 Commercial 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)
- Document all activities in agency management system (Applied Systems)
- Understand and utilize upload download and interface technology.
- Assist other departments in securing and/or providing information necessary to issue appropriate policies 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:
- Property & Casualty license not required but may need to obtain P&C license in the future
- Strong organizational skills- ability to discern priority and initiative
- 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
- Parental Leave
- Generous time away
- Offering hybrid work option
- Opportunities for Growth
The base range for this position is $20.43- $27.40 per hour. This range reflects Acrisures good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors including but not limited to skills experience qualifications location and internal equity.
Pay Details:
The base compensation range for this position is $20 - $27. This range reflects Acrisures good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors including but not limited to skills experience qualifications location and internal equity.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
Key Skills
- Time Management
- Marketing
- Microsoft Office
- Public Relations
- Customer Service
- Microsoft Outlook
- Microsoft Word
- Account Management
- Microsoft Powerpoint
- Microsoft Excel
- Social Media Management
- Sales Support
About Company
Acrisure connects ambitious people and entrepreneurs with the insurance and business solutions they need for success.
