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Personal Lines Account Coordinator

Foundation Risk Partners · St. Augustine, FL
Full-timeAccount ManagementFinance & Insurance$72,000–$98,000/yr
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About the Personal Line Account Coordinator role

Personal Line Account Coordinator positions focus on delivering results in their domain. This page aggregates open Personal Line Account Coordinator roles and what employers typically expect.

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 St. Augustine, FL office. Job Summary: 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. . Essential Functions: 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 Education & Experience: High School diploma or equivalent Some college helpful Must hold or be open to obtain insurance license Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Salary estimate

$72,000 – $98,000/yr
Provided by the employer.

Skills for this role

Sales

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About Foundation Risk Partners

Foundation Risk Partners is actively hiring on Jobedly. Explore their open roles and what it's like to work there.

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