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 KMRD Partners team in the Warrington, PA Region. 

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

Competencies & Qualifications: 

• Strong organizational, multitasking, customer service, prioritization, comprehension, and detail-oriented skills
• Advanced level proficiency in Microsoft Office Suite, Adobe Pro, and insurance agency management software (EPIC)
• Ability to talk to others to convey information effectively
• Ability to choose the right mathematical method or formula to solve a problem
• Ability to use logic and reasoning to identify the strengths, and weaknesses of alternative solutions, conclusions, or approaches to a problem
• Ability to analyze and evaluate results to choose the best solutions and solve problems on complex issues
• Ability to assess the value, importance or quality of things or people
• Ability to handle stress of short time constraints

Education & Experience:

• High School diploma or equivalent
• Some college helpful