Personal Lines Account Coordinator

St. Augustine, Florida, United States. Posted 4 months ago

The role

The Account Coordinator provides administrative support to Personal Lines Account Managers. This person processes client data to facilitate new and renewal business and maintains client forms to service accounts.

What you will do

Assists with new business quoting, proposal, sales, and development
Collects client data/information
Assists to review processed policies as needed
Assists in transacting/processing invoices and payments
Daily service to clients including endorsement requests, general coverage questions, certificates of insurance, MVRs, and issue ID cards
Assists with endorsement requests to carriers
Enters new client data into agency management system, EPIC
Assists in entering new accords for existing clients
Organizes binders
Adheres to agency customer service standards

Required qualifications

High School diploma or equivalent
Must hold or be open to obtain insurance license

Nice to have

Some college helpful

Benefits

Medical
Vision
Dental
401(k) with company match
Company paid life insurance
STD
LTD
PTO starting at 18 days per year
10 paid holidays
2 floating holidays

About the company

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US.