Personal Lines Account Coordinator
Acentria Insurance•St. Augustine, FL
•Onsite
About The Position
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Coordinator to their Herbie Wiles team. The Account Coordinator provides administrative support to Personal Lines Account Managers to process client data to facilitate new and renewal business. This position processes and maintains client forms/data and other duties as are required to establish, service and maintain accounts providing exceptional customer service.
Requirements
- High School diploma or equivalent
- Must hold or be open to obtain insurance license
Nice To Haves
- Some college helpful
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
Benefits
- medical
- vision
- dental
- 401(k) with company match
- company paid life insurance
- STD
- LTD
- generous PTO policy starting at 18 days per year
- 10 paid holidays
- 2 floating holidays
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
