Acrisure · 3 days ago

Account Coordinator

Belmar, NJ

Full-time

Remote

Entry Level

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Financial ServicesInsurance

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Responsibilities

Issue certificates / evidence of insurance, ID cards, binders (where appropriate) and MVRs if applicable

Input and update policy information in EPIC and ensure accuracy

Send applications / submissions to carriers at account managers direction

Assist 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/evidence of insurance requests, faxes and other correspondence received in EPIC and ensure accuracy of client data

Handle vehicles change requests from insureds and dealers

Handle on-line endorsement/ application processing

Adhere to EPIC system agency business processes and workflows

Perform other responsibilities and assignments to meet business needs

Qualification

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EPICInsurance CertificatesPolicy Information ManagementClient CommunicationData Accuracy

Required

Support Account Managers to meet client needs with general focus on transactional tasks through following processes and workflows.

Issue certificates / evidence of insurance, ID cards, binders (where appropriate) and MVRs if applicable.

Input and update policy information in EPIC and ensure accuracy.

Send applications / submissions to carriers at account managers direction.

Assist 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/evidence of insurance requests, faxes and other correspondence received in EPIC and ensure accuracy of client data.

Handle vehicles change requests from insureds and dealers.

Handle on-line endorsement/application processing.

Adhere to EPIC system agency business processes and workflows.

Perform other responsibilities and assignments to meet business needs.