Software Engineer I, Partnerships
Motive
PythonReactRubyRuby on Rails
Employee Benefits Account Coordinator
Acrisure
full-time
Posted on:
Location Type: Hybrid
Location: Post Falls • Colorado, Idaho, Washington • 🇺🇸 United States
Visit company websiteSalary
💰 $20 - $25 per hour
Job Level
Mid-LevelSenior
About the role
- Entry-level position that provides account management support to assigned accounts
- Support Producer(s) and Account Managers in servicing new business and retaining renewals
- Account transactions including ID cards, proposal endorsements, certificates, claims, renewals, follow-up, and correspondence
- Creating reports, scheduling client meetings, performing research, and updating client documentation and records
- Respond to client inquiries, incoming mail, and company request needs on a timely basis
- Collect renewal data on assigned accounts
- Review new/renewal policies and endorsements to insure items were received as ordered
- Maintain accuracy of client data in agency management system (Applied Systems)
- Document all activities in agency management system (Applied Systems)
- Understand and utilize upload, download and interface technology
- Assist other departments in securing and/or providing information necessary to issue appropriate policies
- Keep Producers and Account Managers informed of all important activities on their accounts
- Keep current with industry trends including participation in educational seminars and classes
- 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
- May need to obtain an active life and health license in the future
- Strong organizational skills- ability to discern priority and initiative
- Computer skills, Microsoft Word, Outlook and Excel
- Applied Epic experience a plus
- Excellent verbal and written communication skills as well as strong interpersonal skills
- Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions, and percentages
- Reasoning Skills: 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
- High School diploma required , Associate Degree or higher preferred
- CPCU or special training course completion a plus
- Previous experience in the industry a plus
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
account managementdata collectionreport creationpolicy reviewmathematical skillsproblem solvingdocument management
Soft skills
organizational skillsverbal communicationwritten communicationinterpersonal skillsinitiative
Certifications
life and health licenseCPCU
