Commercial Insurance Account Coordinator

Acrisure•Oklahoma City, OK

3d•Hybrid

About The Position

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary This position will assist Account Managers with the assigned commercial lines book of business, renewal process, preparation of proposals and account summaries, and enter client activity in the agency system. In a dynamic environment like Acrisure, an Account Coordinator must be detail-oriented, customer-focused, and capable of juggling multiple tasks simultaneously. Strong communication skills and a firm understanding of personal lines insurance will enhance their effectiveness in contributing to the success of the account management team.

Requirements

Insurance experience from an agency or broker setting.
Strong PC skills including Microsoft Office, Outlook, Excel, and PowerPoint, required.
P&C License is preferred.
High attention to detail and organization skills.
Excellent communication skills.
Ability to multi-task in a fast-paced environment.
Strong problem-solving skills.
Strong verbal and written communication skills.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

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.

Benefits

Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

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