Acrisure’s Great Lakes Region began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the Region grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Great Lakes Region to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’ s massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

About The Role

The Account Coordinator in the Retirement and Financial Services sector is responsible for providing administrative support to the account managers, handing client inquires, and ensuring a smooth operation of account-related activities. The role involves coordinating with different departments, maintaining client records, and assisting in the preparation of reports and employer and participant related requests for retirement plans. The ideal candidate should have strong communication and organizational skills, a background in retirement, financial services or employee benefits and thrive in a fast-paced environment.

Responsibilities: 

Maintain accurate client records and documents (per Account Manager instructions) in agency management system.

Coordinate with internal departments to ensure timely delivery of services to clients.

Prepare and review documents, plans and reports.

Address client inquires and provide accurate information regarding their accounts.

Monitor and follow-up on pending client requests and ensure the resolution.

Assist in the preparation of presentations and proposals for new clients.

Enter/renew policies and service contracts for assigned clients in agency management system.

Assigned tasks to specified roles within automatically launched activities in agency management system.

Complete data projects to support the region as it pertains to agency management system records.

Execute administrative tasks and reports to support clients, the service team, and other internal departments with Compliance related projects.

Complete assigned tasks from the department queue/inbox in timely fashion.

Prepare audits and communicate findings to service teams.

Process incoming Broker of Record letters, gathers new client details and adds commission information into agency management system.

Responsible for printing, binding of sales and renewal presentations and coordination of enrollment kit orders.

Assists with new plan implementations and conversions. Manages enrollment and terminations notifications.

Investigates and resolves complex service issues.

Performs regular billing audits and reconciliation.

Assists with HRIS/Ben Admin system implementation, renewal updates and testing/review.

Attend and complete any role relevant meetings, training sessions, or assignments as required.

Perform other tasks or projects as requested by service team or region leadership.

 Assists the Account Management Team with day-to-day administrative needs such as claims and billing resolution and other service-related items.

*This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management*

Requirements: 

Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence. 

High degree of critical thinking; ability to problem solve when the answer is not readily apparent. 

Demonstrated attention to detail, producing outcomes with minimal errors. 

Understanding of insurance concepts and applicable law as it related to employee benefits. 

Ability to adapt well to change in direction and priority in a fast-paced environment. 

Ability to demonstrate advanced level proficiency with a variety of technology including MS Office 

Works well with minimal supervision; able to function independently and as part of a team. 

Education/Experience:

High school diploma or recognized equivalent is required.

Minimum of 2 years’ experience in retirement and financial service industry or employee benefits is required.

Minimum of 2 years’ experience in a fast paced, professional office setting is required.

Previous insurance experience is preferred.

Bachelor’s degree or higher is preferred, or equitable experience. 

L&H license required. 

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Moderate stress due to regular deadlines and daily challenges.

High finger dexterity while typing documents and forms.

Occasionally lift up to 20 lbs.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Hybrid environment, where work may be done in a temperature-controlled, non-smoking office.

The noise level in the work environment is usually moderate.

Benefits & Perks:

Competitive Compensation

Industry-Leading Healthcare

Savings and Investments

Charitable Giving Programs   

Offering hybrid work option  

Opportunities for Growth

Educational Resources

Generous time away

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status.  California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.
 

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.