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Client Relations Coordinator

2 months ago

Grand Rapids, Michigan, United States Acrisure LLC Full time

About Acrisure:

Acrisure stands as a prominent global leader in the Fintech sector, merging the expertise of skilled professionals with advanced technology to deliver a diverse range of financial products and services to millions of businesses and individual clients.

We facilitate connections between clients and solutions designed to safeguard and enhance their most valuable assets, including Insurance, Reinsurance, Cyber Services, Mortgage Origination, and beyond.

With a workforce exceeding 17,000 entrepreneurial colleagues across 21 countries, Acrisure has experienced remarkable growth, expanding from $38 million to $4.3 billion in revenue over a decade.

Our organizational culture is characterized by an entrepreneurial spirit, fostering innovation, client focus, and an unwavering determination to succeed.

Job Summary:
The Client Relations Coordinator plays a crucial role in managing service requests, policy modifications, and collaborating closely with Account Managers to support various business portfolios. This position is expected to deliver prompt, precise, and courteous support to both clients and team members.

Key Responsibilities:
1. Oversee communication channels including emails, mail, voicemail, and agency management tasks, while conducting self-audits.

2. Receive, assess, and document all client and carrier communications within our agency management system, addressing driver requests, endorsement inquiries, and cancellations/rescissions.

3. Examine audits, endorsements, and policies for accuracy, ensuring alignment with the agency management system before client delivery. Corrections will be made in accordance with agency protocols.

4. Prepare necessary documentation such as certificates, evidence of property, or auto IDs, and direct them to the appropriate parties or delegate to Service Assistants for processing.

5. Review contracts and respond to certificate requests that necessitate additional information or coverage.

6. Assist in the monthly reporting process, which includes preparing preliminary reports, client correspondence, carrier submissions, and transactions.

7. Support the new and renewal business processes by preparing exposure update requests, ordering loss runs and summaries, drafting renewal strategy documents, and managing excel schedules, MVR requests, and supplemental applications.

8. Collaborate with Account Managers throughout the new and renewal business processes, including basic carrier submissions, online rating, proposal preparation, and coverage binding.

9. Manage agency bill transactions, establish premium financing, request refunds as necessary, and submit surplus lines tax filings online in accordance with agency guidelines.

10. Provide backup support for Account Managers to address immediate service needs.
11. Assist in training new employees as requested by Team Advisors.
12. Adhere to agency standards, policies, and procedures.

This description is intended to provide a general overview and may be adjusted as necessary by management.


Competencies:
To excel in this role, candidates must demonstrate the ability to perform each essential duty effectively. The qualifications listed are representative of the knowledge, skills, and abilities required. Reasonable accommodations may be made for individuals with disabilities to fulfill essential functions.

Education and Experience:
A high school diploma or equivalent is required.

Candidates must possess and maintain an active P & C License or be willing to obtain one within 120 days of employment.

Experience in commercial insurance with 1-2 years is preferred.
Obtaining and maintaining an insurance designation such as CISR is encouraged.

Technical Skills:
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, Teams) is essential. Familiarity with Agency Management Systems, particularly Applied Epic, is a plus.

Additional Qualifications:
Strong understanding of accounting principles or advanced math skills is required.
Candidates must be organized, detail-oriented, capable of multitasking, and possess excellent verbal and written communication skills.
Effective collaboration with others is essential.
Strong problem-solving abilities are necessary.
Maintaining a professional demeanor and positive attitude is expected.

Physical Demands:

The physical demands outlined here are representative of those that must be met by an employee to successfully perform the essential functions of this role.

Reasonable accommodations may be made for individuals with disabilities to fulfill essential functions.
Moderate stress levels may arise due to regular deadlines and daily challenges.
High finger dexterity is required for typing documents and forms.
Occasional lifting of up to 20lbs may be necessary.

Work Environment:

The characteristics of the work environment described here are representative of those encountered while performing the essential functions of this role, and reasonable accommodations may be made for individuals with disabilities to fulfill essential functions.

Work is conducted in a temperature-controlled, non-smoking office environment.
Workstations are organized as cubicles.
The noise level in the work environment is typically moderate.
Remote work may be possible under specific circumstances.
Acrisure is dedicated to fostering a diverse workforce.

All applicants will be considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.