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Acrisure · 2 weeks ago

Commercial Insurance Account Coordinator

Oklahoma City, OK

Full-time

Onsite

New Grad, Entry Level

Acrisure is a global fintech leader empowering businesses and individuals with tailored solutions. The Commercial Insurance Account Coordinator will assist Account Managers with managing commercial lines, ensuring client interactions are handled effectively while supporting the renewal process and maintaining accurate records.

Financial ServicesInsuranceInsurTech

Responsibilities

Client Interaction: As the primary contact for clients, they ensure all requests and inquiries are managed promptly and effectively, fostering strong client relationships

Account Management Support: They assist account managers with crucial tasks such as proposal preparation, renewal management, and processing endorsements. This often requires coordination with various departments to address all client account facets satisfactorily

Data Entry and Record Keeping: A significant duty includes maintaining precise records of client information, communications, and transactions within company systems to guarantee seamless account operations

Communication: They facilitate communication between clients and internal teams, swiftly addressing client needs and resolving any issues that arise

Administrative Tasks: Managing scheduling, documentation, and other administrative duties are essential for supporting the account management team efficiently

Problem Solving: Proactively identifying potential client account issues, resolving them independently, or escalating as necessary forms a critical part of their role