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Acentria Insurance

Full-service insurance agency designing asset protection

Personal Lines Account Coordinator

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeSt. Augustine, FL, USAIn-person

About the Job

Requirements

  • High school diploma or equivalent.
  • Must hold or be open to obtaining an insurance license.

Responsibilities

  • Assist with new business quoting, proposals, sales, and development.
  • Collect client data and information.
  • Assist with reviewing processed policies as needed.
  • Assist with transacting and processing invoices and payments.
  • Provide daily client service, including endorsement requests, general coverage questions, certificates of insurance, motor vehicle records, and issuing ID cards.
  • Assist with endorsement requests to carriers.
  • Enter new client data into the EPIC agency management system.
  • Assist with entering new ACORD forms for existing clients.
  • Organize binders.
  • Adhere to agency customer service standards.

Desired Qualifications

  • Some college is helpful.

About the Company

Acentria Insurance

Full-service insurance agency designing asset protection

Acentria Insurance is a full‑service insurance agency with over 50 years serving the Treasure Coast. It focuses on creating and managing a personalized portfolio of insurance and asset protection solutions for each client. The process works by meeting with clients, assessing their needs, and designing a tailored set of policies, then actively managing and advising on the portfolio to protect assets. The company differentiates itself through long local experience, a dedicated team, and a commitment to superior customer service aimed at providing customized advice rather than a one-size-fits-all approach. The goal is to help clients build and maintain an asset protection plan that fits their specific risks and circumstances.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Stuart, FL
Founded
1957

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