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 Acentria team in Tuscaloosa, Alabama.

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 includes regularly interacting with new and existing clients as needed. The Account Coordinator I is also responsible for devising creative solutions to meet client needs as to insurance coverage. This position reviews processed policies as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts.

Essential Functions:

• Participates in marketing meetings and attends carrier meetings
• Maintains open items checklists/timelines
• Prepares certificates of insurance
• Responsible for major project deadlines
• Regularly exercises discretion and independent judgment on accounts
  Interviews clients
• Collects and analyzes information regarding the client and assisting in
  product determinations
• Affects, interprets, and implements various company policies about the
  specific factual circumstances of each client

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 with strong
  decision-making capability
• 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 on complex issues
• Advanced level proficiency in Microsoft Office Suite (Word, Excel,
  PowerPoint, etc.) SharePoint Designer and InfoPath, Adobe Pro with
  strong technical/computer ability including knowledge of SharePoint Online
  and Office 365
• Proficient in insurance agency management software (EPIC)

Education & Experience:

• State Applicable Insurance Lince required within 90 days of hire
• High school diploma or equivalent
• College degree or equivalent work experience preferred but not required
• Insurance experience preferred but not required