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Account Coordinator

1 month ago

Huntington Beach, United States ACRISURE Full time

About Acrisure

:

Acrisure is a fast-growing fintech leader that operates a global insurance brokerage. 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. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

Acrisure’s Southwest Platform is the largest operational region in Acrisure, with a significant book of business in the Commercial and Employee Benefits markets. With this in mind, we continue to develop ways to efficiently care for, and address our clients’ needs – all while maintaining a business model that allows for growth of the Team and Acrisure.

About The Role

Reporting to the Employee Benefits Operations Lead, the role provides prompt, accurate and courteous service to support our client partners and their employees. The ideal candidate should have strong communication and organizational skills, a background in employee benefits or human resources, and thrive in a fast-paced environment.

Responsibilities:

· Assists the Account Management Team with day-to-day administrative needs, such as claims and billing resolution and other service related items.

· Manages benefits enrollment and terminations, including COBRA qualifying event notifications.

· Investigates and resolves complex service issues.

· Performs regular billing audits and reconciliation.

· Assists with HRIS/BenAdmin system implementation, renewal updates and testing/review.

· Assists with new plan implementations.

· Processes incoming Broker of Record letters, gathers new client benefit details and adds policy and commission information into agency management system.

· Responsible for printing/binding of sales and renewal presentations and coordination of enrollment kit orders.

· Manages renewal data in Agency Management System for IFP, Life and micro groups.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

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:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· 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:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· 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.

#LI-Hybrid

Pay Details:

Hourly: $24 - $29

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