Account Coordinator Role

16 hours ago

Newport Beach, California, United States Acrisure LLC Full time
About Acrisure

Acrisure is a leading fintech company that operates a global insurance brokerage. Our company 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.

We are committed to delivering exceptional service to our clients and are seeking a highly skilled and organized Account Coordinator to join our team.

Job Summary

The Account Coordinator will provide administrative support to our Account Management Team, ensuring prompt and accurate service to our client partners and their employees. The ideal candidate will have strong communication and organizational skills, a background in employee benefits or human resources, and thrive in a fast-paced environment.

Key Responsibilities
  • Assist the Account Management Team with day-to-day administrative needs, such as claims and billing resolution and other service related items.
  • Manage benefits enrollment and terminations, including COBRA qualifying event notifications.
  • Investigate and resolve complex service issues.
  • Perform regular billing audits and reconciliation.
  • Assist with HRIS/BenAdmin system implementation, renewal updates and testing/review.
  • Assist with new plan implementations.
  • Process incoming Broker of Record letters, gather new client benefit details and add policy and commission information into agency management system.
  • Responsible for printing/binding of sales and renewal presentations and coordination of enrollment kit orders.
  • Manage renewal data in Agency Management System for IFP, Life and micro groups.
Requirements
  • Excellent communication skills with the ability to provide clear, concise, and accurate information in both written and verbal format.
  • Strong organizational skills with the ability to prioritize projects according to deadlines and urgency.
  • Flexibility, willing to wear many hats and assist team members in any other capacity relating to client services.
  • Proficiency in MS Word, Excel, Outlook and PowerPoint.
  • Knowledge and experience with HRIS/BenAdmin platforms, including Ease and Employee Navigator, preferred.
Education/Experience
  • High School Diploma or the recognized equivalent is required.
  • Minimum of 2 years experience in the employee benefits industry or human resources is required.
  • Minimum of 2 years experience in a fast-paced, professional office setting is required.
  • Previous insurance experience is preferred.
  • Life/Health Agent License required.
Physical Demands
  • Some travel is required.
  • Moderate stress due to regular deadlines and daily challenges.
  • High finger dexterity while typing documents and forms.
  • Occasionally lift up to 20 lbs.
Work Environment
  • In-office environment, work is performed in a temperature-controlled, non-smoking office.
  • The noise level in the work environment is usually moderate.
Benefits & Perks
  • Competitive Compensation
  • Industry-Leading Healthcare
  • Savings and Investments
  • Charitable Giving Programs
  • Offering hybrid work option
  • Opportunities for Growth
  • Educational Resources
  • Generous time away
  • This position will be hybrid with 2-3 days in a local office.
Pay Details

Hourly: $24 - $29

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.

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children's Health at Helen DeVos Children's Hospital.

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.

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