Personal Lines Account Coordinator

4 days ago


Warrington, Pennsylvania, United States Foundation Risk Partners Full time
Job Summary

The Account Coordinator provides administrative support to Personal Lines Account Managers to process client data and facilitate new and renewal business.

This role involves processing and maintaining client forms/data and other duties to establish, service, and maintain accounts while providing exceptional customer service.

Key Responsibilities
  • Assist with new business quoting, proposal, sales, and development
  • Collect client data/information
  • Review processed policies as needed
  • Process invoices and payments
  • Provide daily service to clients - endorsement requests, general coverage questions, certificates of insurance, MVRs, issue ID cards
  • Assist with endorsement requests to carriers
  • Enter new client data into agency management system, EPIC
  • Enter new accords for existing clients
  • Organize binders
Requirements
  • 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 communicate effectively with others
  • 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



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