Personal Lines Account Coordinator jobs in United States
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Foundation Risk Partners · 9 hours ago

Personal Lines Account Coordinator

positionPanama City, FL
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking a Personal Lines Account Coordinator to join their Acentria team. The Account Coordinator provides administrative support to Personal Lines Account Managers, facilitating new and renewal business while delivering exceptional customer service.

InsuranceRisk Management

Responsibilities

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 - endorsement requests, general coverage questions, certificates of insurance, MVRs, 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

Qualification

EPIC softwareMicrosoft Office SuiteAdobe ProState insurance licenseCustomer service skillsMultitasking skillsOrganizational skillsDetail-oriented skillsProblem-solving skills

Required

Strong organizational, multitasking, customer service, prioritization, comprehension, and detail-oriented skills
Advanced level proficiency in Microsoft Office Suite, Adobe Pro, and insurance agency management software (EPIC)
Ability to talk to others to convey information effectively
Ability to choose the right mathematical method or formula to solve a problem
Ability to use logic and reasoning to identify the strengths, and weaknesses of alternative solutions, conclusions, or approaches to a problem
Ability to analyze and evaluate results to choose the best solutions and solve problems on complex issues
Ability to assess the value, importance or quality of
High School diploma or equivalent

Preferred

State insurance license 4-40 or 2-20 preferred, willing to train the right candidate
Some college helpful

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

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Foundation Risk Partners is born of decades of insurance expertise and leadership.
dateFounded in 2017
location
Daytona Beach, Florida, USA
people-size1001-5000 employees
web-link
https://foundationrp.com/

Funding

Current Stage
Late Stage
Total Funding
$2M
Key Investors
Barings
2022-08-09Acquired
2020-09-01Debt Financing· $2M

Leadership Team

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Charlie Lydecker
President & CEO
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Thomas Tinsley
Chief Administrative Officer
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Recent News

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Company data provided by crunchbase