Commercial Lines Account Coordinator

AI overview

Responsible for servicing clients and processing new and renewal business, while maintaining exceptional customer relations and ensuring efficient administrative operations.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Coordinator to their Acentria team.

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 position processes administrative tasks as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts.

Essential Functions:

Maintains open items checklists/timelines
Prepares certificates of insurance
Works directly with account managers assisting with tasks associated with client insurance servicing.
Familiarity with administrative office tasks

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
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
Advanced level proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) and Adobe Pro with strong technical/computer ability including knowledge of SharePoint Online and Office 365

Education & Experience:

Ability to attain 4-40 insurance license
High school diploma or equivalent
Insurance experience preferred but not required

Why settle for less, come work for the best!

As a Foundation Risk Partners Company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years! Our goal is to provide an environment that fosters both personal and professional growth - while creating a workplace that feels like home.

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Perks & Benefits Extracted with AI

Health Insurance: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental.
401(k) with company match & other insurances: We offer a 401(k) with company match, company paid life insurance, STD, LTD
Paid Time Off: a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!