Policy Services Operations Coordinator

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

A Policy Services Operations Coordinator is overseeing and coordinating the daily operations of the policy services department and all aspects of customer service. This role involves, handling administrative tasks and working closely with various departments to streamline processes and improve service delivery.

Essential Duties and Responsibilities include the following. Other duties may be assigned: 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

• Handles administrative duties as processing any changes or other policy -related modifications, including but not limited to, invoicing, refunds, cancellations, mailing, call center scheduling, call quality control and training.

• Ensure both client and internal projects are completed on time.

• Ensure call center staff have daily coverage

• Identifies inefficiencies in current processes and develops strategies for improvement, implementation of best practices to help enhance operations

• Communicates and coordinates between different departments to ensure policy services team is operating appropriately

• Addresses and resolves policy related inquiries and issues from clients

• Prepares and delivers monthly reports are generated for Director and clients

• Conduct training sessions to staff on policy updates, quality of calls and any changes to procedures

Additional Duties and Responsibilities:

• Generate monthly invoicing, intents and recissions

• Manually issue intents/ cancellations / recissions from Net Reports

• Enter Mid-South new business submissions

• Review and submit refunds request

• Ensure FCBI daily emails are generated

Qualifications /Required Education and Experience 

• Bachelor’s degree in business, finance or other related discipline or associate’s degree or an equivalent combination of relevant education and/or experience. 

• Previous experience in the insurance industry, policy administration or customer service preferred, 2-3 year of experience in policy services a plus

• Strong attention to detail, excellent communication skills required, proficiency in using policy management software a plus 

• Understanding of insurance policies, regulations and industry standards a plus 

• Excellent organizational skills and time management skills to handle multiple tasks efficiently 

• Ability to build and maintain positive relationships with clients and colleagues. 

• Results driven and customer focused 

Position Type/Expected Hours of Work 
 This is a full-time position. Standard business hours of operations are - Monday through Friday, 8:30 a.m. to 5 p.m.  

Work Environment 
 This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. 

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. 

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. 

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

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.