Acentria Insurance · 6 hours ago
Personal Lines Account Coordinator
Panama City, FL
Full-time
Onsite
New Grad, Entry LevelAcentria Insurance, part of Foundation Risk Partners, is seeking a Personal Lines Account Coordinator to provide administrative support to Account Managers. The role involves processing client data, maintaining accounts, and delivering exceptional customer service.
Auto InsuranceCommercial InsuranceEmployee BenefitsHealth InsuranceInsuranceLife InsuranceProperty Insurance
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
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
Acentria Insurance
Acentria Insurance is an insurance company specializing in property and casualty insurance services.
Founded in 2010
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Kevin Mason
Chief Executive Officer & Co-Founder
Recent News
Company data provided by crunchbase