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 office.

Job Summary:

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