Acrisure

Personal Lines Account Coordinator

Acrisure

full-time

Posted on:

Location Type: Hybrid

Location: RYE BROOK • New York • 🇺🇸 United States

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Salary

💰 $25 - $30 per hour

Job Level

Mid-LevelSenior

About the role

  • Perform daily service on assigned task by Producers and/or Account Executives with the agency’s written procedures including, but not limited to: Service accounts, including account transactions such as quote and issue policies, ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence.
  • Respond to client inquiries, incoming mail, and company request needs on a timely basis.
  • Supports and informs coverage plans as necessary.
  • Insurance marketing and sales.
  • Collect renewal data on assigned accounts.
  • Claims support.
  • Review new/renewal policies and endorsements to insure items were received as ordered.
  • Maintain accuracy of client data in agency management system (Applied Systems / EPIC)
  • Document all activities in agency management system (Applied Systems / EPIC)
  • Understand and utilize upload, download and interface technology.
  • Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client.
  • Keeping Producers 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.

Requirements

  • Active Property & Casualty Producer License or ability to obtain one within 60 days of hire date
  • Strong organizational skills- ability to prioritize and be proactive
  • Computer skills, specifically Microsoft Word, Outlook and Excel
  • Excellent verbal and written communication skills as well as strong interpersonal skills
  • Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
  • 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
  • EPIC experience a plus
Benefits
  • Comprehensive medical insurance, dental insurance, and vision insurance
  • Life and disability insurance
  • Fertility benefits
  • Wellness resources
  • Paid sick time
  • Generous paid time off and holidays
  • Employee Assistance Program (EAP)
  • Complimentary Calm app subscription
  • Immediate vesting in a 401(k) plan
  • Health Savings Account (HSA) and Flexible Spending Account (FSA) options
  • Commuter benefits
  • Employee discount programs
  • Paid maternity leave and paid paternity leave (including for adoptive parents)
  • Legal plan options
  • Pet insurance coverage

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
insurance marketingclaims supportaccount transactionspolicy provisionsunderwriting requirementsdata accuracyproblem solvingmathematical calculations
Soft skills
organizational skillscommunication skillsinterpersonal skillsproactive prioritization
Certifications
Property & Casualty Producer License