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Personal Lines Account Coordinator

3 months ago

Warrington Township, United States Foundation Risk Partners Full time

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


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