Hybrid/Remote Commercial Insurance Account Coordinator

$47,840 - $54,080/Yr

Acrisure, LLC - Santa Rosa, CA

Full-time - Entry Level

Santa Rosa, CA

501-1,000 employees

Insurance Carriers and Related Activities

About the position

The Commercial Lines Account Coordinator position at Acrisure is an entry-level role focused on processing daily service requests while adhering to departmental policies and procedures. The role emphasizes maintaining high standards in document management and communication, ensuring a seamless experience for clients and team members. The ideal candidate will embrace the company's culture and actively seek opportunities to enhance service delivery.

Responsibilities

• Process daily service requests while adhering to department policies and workflows.
• Maintain excellence in document attaching and labeling.
• Keep mail and activities current.
• Distribute and/or attach electronic mail.
• Order Loss Runs and WC Experience Modification Worksheets.
• Pull MVRs and email them securely.
• Check policies and renew them in EPIC, updating necessary fields.
• Audit processing and follow up on claims.
• Maintain high quality and accuracy in document labeling according to standards.
• Respond promptly to all email and voicemail correspondence.
• Pull policies, endorsements, audits, and other documents from carrier websites and attach them to the appropriate activity code in EPIC.
• Process Notice of Cancellation notices according to specific instructions.

Requirements

• High school diploma or GED required.
• Strong computer skills, including proficiency in Microsoft Word, Excel, and Outlook.
• Typing skills and ability to manage time effectively.
• Ability to communicate professionally and clearly in writing and speaking.

Nice-to-haves

• Experience with EPIC Agency Management System (preferred but not required).

Benefits

• Competitive hourly wage of $23 - $26 per hour.
• Hybrid work environment with flexibility.