Personal Lines Account Coordinator
Foundation Risk Partners, Saint Augustine, Florida, United States, 32095
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! Overview
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. Responsibilities
Assists with new business quoting, proposal, sales, and development 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 Adheres to agency customer service standards Qualifications
High School diploma or equivalent Some college helpful Must hold or be open to obtain insurance license Additional Information
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
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.
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Personal Lines Account Coordinator
to their St. Augustine, FL team! Overview
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. Responsibilities
Assists with new business quoting, proposal, sales, and development 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 Adheres to agency customer service standards Qualifications
High School diploma or equivalent Some college helpful Must hold or be open to obtain insurance license Additional Information
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
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.
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