Account Coordinator at Acrisure

Kalamazoo, Michigan, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance, FintechIndustries

Requirements

Must be performing the Account Coordinator duties consistently at a high level in addition to taking on duties outside of the core Account Coordinator defined role through the performance of several Account Management duties on a consistent basis
Demonstrated knowledge and proven efficiency of workflows, insurance processing and Acrisure's core deliverables
Actively participates in project teams, effectively going outside the role
Demonstrated ability and continuously fulfills the lead role in training and mentoring of other Account Coordinators for the department
OR Effectively fulfills Account Manager responsibilities on select clients: Work with underwriters to review quotes, negotiate premiums and resolve service issues. Manage the renewal timeline and process. Actively participates in industry related association(s)
High school diploma or GED (college preferred)
A minimum of 3 years' experience as an Account Coordinator within the insurance industry or business-related experience
Proficient in Account Coordinator core functions and consistently meets service standards
Consistently performing several defined Account Management duties regularly
Completion of industry recognized professional designation required (e.g. CISR, CIC, STAR, CEBS, etc.)
Preferred Qualifications
Current Insurance License in Health & Life for the state in which your agency office is located, OR the ability to obtain this within six months of hire
Proficient in Microsoft Office Products
Must be comfortable in an electronic environment with strong computer skills
Excellent people skills and ability to

Responsibilities

Serves as primary processor of client-related documents and services
Utilizes standard processes to increase effectiveness and improve overall service delivery
Administers defined processes, analyze data, and suggests improvements
Provides professional, timely, and accurate output to customers and internal team members
Partners with the team to manage the workload and deliver exceptional customer service
Improves client satisfaction by meeting and exceeding customer service standards
Receives and responds to client calls and email requests per Customer Service Standards
Works side-by-side with the team and fosters on-going, open communication, and manages the workload
Facilitates a team environment that promotes collaboration and trusted partnerships
Utilizes social media to facilitate open communication and idea sharing both internally and externally
Stays on top of priorities and reprioritizes as needed, while maintaining accuracy of output
Uses the Operating Systems (O.S.) as defined and enters needed information accurately and timely

Skills

workflow management

customer service

data analysis

process improvement

client communication

policy processing

workload management

team collaboration

Acrisure

Insurance broker specializing in risk management

About Acrisure

Acrisure provides insurance and risk management services through a network of independent insurance agencies known as Agency Partners. This model allows Acrisure to offer tailored solutions to a diverse clientele, including business owners and institutions in sectors like agriculture, arts, and waste management. The Agency Partners maintain local relationships while leveraging Acrisure's global resources, ensuring personalized service. The company generates revenue by earning commissions and fees from insurance policies sold through its partners, fostering a mutually beneficial relationship. Acrisure's goal is to combine local expertise with global capabilities to deliver high-quality insurance solutions.

Grand Rapids, MichiganHeadquarters

2005Year Founded

$19.5MTotal Funding

DEBTCompany Stage

Financial ServicesIndustries

1,001-5,000Employees

Risks

Increased competition from fintech firms may challenge Acrisure's market share.

Rapid expansion could lead to integration risks and cultural clashes.

Strategic alliances may result in conflicts of interest or operational inefficiencies.

Differentiation

Acrisure's unique model leverages a global network of independent Agency Partners.

The company combines local expertise with global resources for tailored client solutions.

Acrisure's rapid growth is driven by strategic partnerships and innovative insurance products.

Upsides

Acrisure's expansion into new markets like Bermuda strengthens its global presence.

The appointment of industry veterans enhances Acrisure's leadership and growth potential.

Winning 'Broker of the Year' boosts Acrisure's reputation and client trust.

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