Personal Lines Account Coordinator
FRP of Florida, Saint Augustine, Florida, United States, 32095
Overview
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!
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
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!
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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
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!
#J-18808-Ljbffr