Lead Account Coordinator

7 days ago

Fairfield, California, United States Acrisure LLC Full time
About the Role:

This position is responsible for collaborating with Account Managers to meet client needs. The successful candidate will have strong organizational and time management skills, with a demonstrated attention to detail. They will be able to work independently and collaboratively, depending on the specific needs of the tasks.

Responsibilities:

Coordinate with internal departments to ensure timely and accurate delivery of services and products. Address and resolve any client issues or concerns promptly, escalating to higher management when necessary. Maintain comprehensive and accurate records of client interactions, contracts, and service agreements. Track and report on key performance metrics related to client satisfaction and account performance. Identify and implement opportunities for improving client service processes and workflows. Mentor and train account coordinators, providing guidance and support as needed. Review contracts to align with policy coverage and address as needed. Manage complex certificate issuance along with other items such as binders, etc. Ensure policy information is entered and updated appropriately in EPIC. May send applications/submissions to carriers. Collaborate with account managers in preparing proposals, loss summaries, schedules of insurance and other relevant spreadsheets/reports. Follow up with underwriters for policies, endorsements and change requests. Respond to client inquiries, incoming mail, and company request needs on a timely basis. Scan and/or attach all e-mails, applications, certificate requests, faxes and other correspondence received in EPIC and maintain accuracy of client data. Manage vehicles change requests from insureds and dealers. Prepare cover letters for routine endorsements. Manage on-line endorsement/application processing. Manage audit processing and ensure information is sent to insureds. Ensure business processes and workflows align appropriately in EPIC system. Perform other responsibilities and assignments to meet business needs.

Requirements:

Strong organizational and time management skills along with a demonstrated attention to detail. Successfully works independently and collaboratively, depending upon the specific needs of the tasks. Ability to work in fast paced environment, prioritize multiple tasks, and meet deadlines. Professionally and effectively communicates, both verbally and in writing, including the ability to actively listen. High degree of critical thinking; must have a strong ability to problem-solve to help address issues or selectively refer them for assistance. Enjoys a high degree of interaction with team members, and consistently demonstrates high motivation, positive behavior, sense of urgency, and works to achieve goals and objectives. Ability to establish credibility and develop strong relationships with internal stakeholders through ethics, integrity, professionalism, and mutual respect. Proficient working knowledge of Microsoft Office, including Outlook, Excel, Word and PowerPoint with experience collaborating efficiently in M365 (OneDrive, MS Teams, SharePoint). Proficient computer skills with agency management software systems.

Education/Experience:

High School Degree/Diploma or recognized equivalent is required. Higher education is desired. Property & Casualty license is required. Prior office experience within the insurance industry is preferred.

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. Acrisure is committed to making an impact in our communities by giving back, with millions committed to children's health with Helen Devos Children's Hospital and UPMC Children's Hospital of Pittsburgh. For more, visit or learn more here. 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 .

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