Personal Lines Account Coordinator jobs in United States
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FRP of Florida · 1 day ago

Personal Lines Account Coordinator

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 team. The Account Coordinator provides administrative support to Personal Lines Account Managers to process client data to facilitate new and renewal business, ensuring exceptional customer service.

FinanceInsurance

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

Insurance licenseClient data managementCustomer serviceAdministrative supportData entry

Required

High School diploma or equivalent
Some college helpful
Must hold or be open to obtain insurance license

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

FRP of Florida

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FRP of Florida, a Foundation Risk Partners Company, has been serving the Daytona Beach, Ormond Beach and surrounding areas for over six decades.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase