Commercial Lines Account Coordinator
Acentria Insurance, Marianna, Florida, United States, 32447
Commercial Lines Account Coordinator
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Coordinator to their Acentria team. Job Summary: The Account Coordinator I is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This position processes administrative tasks as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts. Essential Functions: Maintains open items checklists/timelines Prepares certificates of insurance Works directly with account managers assisting with tasks associated with client insurance servicing. Familiarity with administrative office tasks Competencies & Qualifications: Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail Proficient level written and verbal communication skills Demonstrated proactive approaches to problem-solving Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response Flexible and creative thinker regarding continuous improvements in efficiency and processes Ability to analyze and evaluate results to choose the best solutions and solve problems Advanced level proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) and Adobe Pro with strong technical/computer ability including knowledge of SharePoint Online and Office 365 Education & Experience: Ability to attain 4-40 insurance license High school diploma or equivalent Insurance experience preferred but not required
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Coordinator to their Acentria team. Job Summary: The Account Coordinator I is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This position processes administrative tasks as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts. Essential Functions: Maintains open items checklists/timelines Prepares certificates of insurance Works directly with account managers assisting with tasks associated with client insurance servicing. Familiarity with administrative office tasks Competencies & Qualifications: Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail Proficient level written and verbal communication skills Demonstrated proactive approaches to problem-solving Demonstrated ability to achieve high performance goals and meet deadlines in a fast-paced environment Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response Flexible and creative thinker regarding continuous improvements in efficiency and processes Ability to analyze and evaluate results to choose the best solutions and solve problems Advanced level proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) and Adobe Pro with strong technical/computer ability including knowledge of SharePoint Online and Office 365 Education & Experience: Ability to attain 4-40 insurance license High school diploma or equivalent Insurance experience preferred but not required