Foundation Risk Partners · 4 weeks ago
Commercial Lines Account Coordinator
Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking a Commercial Lines Account Coordinator to join their Acentria team. The Account Coordinator I is responsible for daily servicing of clients, including new and renewal business processing, while maintaining exceptional customer relations.
InsuranceRisk Management
Responsibilities
Maintains open items checklists/timelines
Prepares certificates of insurance
Works directly with account managers assisting with tasks associated with client insurance servicing
Familiarity with administrative office tasks
Qualification
Required
Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
Proficient level written and verbal communication skills
Demonstrated proactive approaches to problem-solving
Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment
Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response
Flexible and creative thinker regarding continuous improvements in efficiency and processes
Ability to analyze and evaluate results to choose the best solutions and solve problems
Advanced level proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) and Adobe Pro with strong technical/computer ability including knowledge of SharePoint Online and Office 365
Ability to attain 4-40 insurance license
High school diploma or equivalent
Preferred
Insurance experience preferred but not required
Benefits
Medical
Vision
Dental
401(k) with company match
Company paid life insurance
STD
LTD
Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
Company
Foundation Risk Partners
Foundation Risk Partners is born of decades of insurance expertise and leadership.
Funding
Current Stage
Late StageTotal Funding
$2MKey Investors
Barings
2022-08-09Acquired
2020-09-01Debt Financing· $2M
Recent News
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