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Acrisure · 15 hours ago

Account Coordinator

Jefferson City, MO

Full-time

Onsite

Mid Level

3+ years exp

Acrisure is a global fintech leader that empowers businesses with tailored solutions. The Account Coordinator will be responsible for processing client-related documents, ensuring excellent customer service, and collaborating with the team to manage workflows effectively.

Financial ServicesInsuranceInsurTech

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

Qualification

Insurance processingAccount ManagementCustomer serviceMicrosoft OfficeProject participationTrainingElectronic environmentTeam collaborationVerbal communicationWritten communicationOrganizational skillsAttention to detailMentoring

Required

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

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.)

High school diploma or GED (college preferred)

A minimum of 2 years' experience within the insurance industry or business-related setting

Current Property and Casualty License OR Life and Health License

Preferred

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 work well in a team environment

Excellent verbal and written communication skills

Strong organizational skills and attention to detail