Insurance Agency Solutions Coordinator

Foundation Risk Partners • Ormond Beach, FL

9d • Remote

About The Position

The Agency Solutions Coordinator will support the Vice President of Agency Solutions in driving national efforts focused on client retention, carrier consolidation, and operational efficiencies. This role requires Property & Casualty (P&C) industry experience and the ability to manage projects, track deliverables, and ensure alignment across multiple business units. The Agency Solutions Coordinator will play a key role in executing strategic initiatives, analyzing data, and facilitating communication between stakeholders.

Requirements

• Strong understanding of client lifecycle, workflows, and agency processes.
• Proven ability to manage projects and coordinate cross-functional teams.
• Excellent analytical skills with proficiency in Microsoft Office Products.
• Strong communication and problem-solving skills.
• Ability to work independently and prioritize effectively.
• Minimum of 2 years’ experience in P&C account management or similar role.

Responsibilities

• Assist in planning and executing strategic initiatives related to client retention, carrier consolidation, and operational efficiencies.
• Track project timelines, deliverables, and dependencies to ensure successful implementation.
• Coordinate cross-functional teams to maintain alignment and resolve issues promptly.
• Understand and apply Property & Casualty insurance concepts and workflows to carrier consolidation processes.
• Review and validate account transitions to carrier service centers, ensuring compliance with guidelines and client experience standards.
• Serve as a resource for technical questions related to carrier programs, service center operations, and agency workflows.
• Compile and analyze data to measure the effectiveness of strategic initiatives.
• Prepare reports and dashboards for leadership, highlighting progress, risks, and opportunities.
• Identify trends and recommend process improvements based on data insights.
• Facilitate communication between leadership, account management teams, and carriers.
• Schedule and document meeting outcomes and ensure timely follow-up on action items.
• Maintain clear and organized records of project activities and decisions.

Benefits

• Comprehensive range of health-related benefit options including medical, vision, and dental.
• 401(k) with company match.
• Company paid life insurance.
• STD (Short-Term Disability).
• LTD (Long-Term Disability).
• Generous PTO policy starting at 18 days per year.
• 10 paid holidays.
• 2 floating holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed