Personal Lines Account Coordinator
Foundation Risk Partners, Saint Augustine, Florida, United States, 32084
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. 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
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. 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