Risk Management Account Coordinator

3 weeks ago


Warrington, Pennsylvania, United States Foundation Risk Partners Full time
About the Role

We are seeking a skilled and detail-oriented Personal Lines Account Manager to join our team. As an Account Manager, you will be responsible for processing and maintaining client forms/data, reviewing processed policies as needed, and transacting/processing invoices and payments. This role requires strong organizational, multitasking, customer service, prioritization, comprehension, and detail-oriented skills.

Key Responsibilities
  • Assists with new business quoting, proposal, sales, and development
  • Collects client data/information
  • Reviews processed policies as needed
  • Transacts/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
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 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
Compensation & Benefits

We offer a competitive salary range of $70,000 - $90,000 per year, depending on experience. Additionally, we provide a comprehensive range of health-related benefit options, including medical, vision, and dental insurance. We also offer a 401(k) with company match, company paid life insurance, STD, LTD, and a generous PTO policy starting at 22 days per year plus 12 paid holidays & 4 floating holidays.



  • Warrington, Pennsylvania, United States Foundation Risk Partners Full time

    Job SummaryThe Personal Lines Account Manager provides administrative support to facilitate new and renewal business for clients. This role processes and maintains client forms/data, reviews processed policies as needed, and transacts/processing invoices and payments.Key ResponsibilitiesAssists with new business quoting, proposal, sales, and...


  • Warrington, Pennsylvania, United States Joe Hand Promotions Inc Full time

    Job Role:Financial Operations CoordinatorAbout Our Company:Joe Hand Promotions Inc is a leading distributor of copyrighted Out-of-Home Live Sports & Entertainment programming. We partner with top sports and entertainment companies to provide unique viewing experiences at bars, restaurants, and casinos.We are committed to giving back to our community through...


  • Warrington, Pennsylvania, United States TruMark Financial Full time

    Job DescriptionWe are seeking a detail-oriented and organized Financial Services Coordinator to join our team at TruMark Financial Credit Union. In this role, you will be responsible for coordinating and supporting the activities of our financial services team, including loan processing, account opening, and customer service.About the RoleThis is a full-time...

  • Benefits Consultant

    1 month ago


    Warrington, Pennsylvania, United States Juno Search Partners - Open Positions Full time

    Job Title:Associate Benefits ConsultantCompany OverviewJuno Search Partners is a growing employee benefits consulting and brokerage firm based in Warrington, PA. We specialize in designing, implementing, and managing employee benefit programs for our clients.Estimated Salary$60,000 - $80,000 per year, depending on experience.Job DescriptionWe are seeking an...


  • Warrington, Pennsylvania, United States Nothing Bundt Cakes Full time

    Nothing Bundt Cakes Bakery Executive Pastry Operations Manager$60,000 - $80,000 per yearAbout Nothing Bundt CakesWe are a rapidly growing bakery chain with over 500 locations in the US and Canada. Our mission is to provide exceptional customer service and high-quality baked goods that bring joy to our guests.About the RoleWe are seeking an experienced pastry...


  • Warrington, Pennsylvania, United States Financial Servies Full time

    Job OverviewWe are seeking a highly skilled Financial Services Specialist to join our team. As a key member of our organization, you will play a vital role in providing exceptional customer service and support to our clients.The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to work effectively in a...


  • Warrington, Pennsylvania, United States The Judge Group Full time

    The Judge Group is seeking a seasoned professional to fill the role of Wealth Management Team Lead. As a key member of our team, you will be responsible for leading a team of financial services professionals in providing exceptional client service and support.About Us:The Judge Group is a rapidly growing wealth management firm dedicated to delivering...


  • Warrington, Pennsylvania, United States Financial Servies Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Management Specialist to join our team. As a specialist in this role, you will be responsible for providing comprehensive financial, estate, retirement, and insurance planning services to our clients.Main ResponsibilitiesYour key responsibilities will include:Conducting thorough financial...


  • Warrington, Pennsylvania, United States Limbach Company LLC Full time

    Company OverviewLimbach Company LLC, a subsidiary of Limbach Holdings, Inc., (NASDAQ: LMB) is an integrated building systems solutions firm. Our expertise lies in the design, installation, management, service, and maintenance of HVAC, mechanical, electrical, plumbing, and control systems. We engineer, construct, and service mechanical, plumbing, air...


  • Warrington, Pennsylvania, United States Goldfish Swim School - Doylestown Full time

    Are you a motivated and customer-focused individual looking for a new challenge? We are seeking an experienced front desk associate to join our team at Goldfish Swim School in Doylestown. As a valued member of our team, you will play a critical role in ensuring the success of our facility.About the RoleThis is a year-round position offering a competitive...


  • Warrington, Pennsylvania, United States Gecko Hospitality Full time

    We are seeking a highly skilled and experienced Culinary Operations Manager to join our team at Gecko Hospitality in Warrington, PA.About the RoleThis is an exceptional opportunity for a motivated and ambitious professional to take on a leadership role in our kitchen. As a key member of our culinary team, you will be responsible for assisting the Executive...


  • Warrington, Pennsylvania, United States Gecko Hospitality Full time

    Restaurant Sous Chef Opportunity in Warrington, PAWe are seeking a skilled Restaurant Sous Chef to join our team at Gecko Hospitality. This is an exciting opportunity for a passionate and experienced culinary professional to lead our kitchen team and drive success.About the Role:The Restaurant Sous Chef will be responsible for assisting the Executive Chef in...


  • Warrington, Pennsylvania, United States Earthborne, Inc. Full time

    Job Title: Heavy Equipment Parts CounterpersonAbout Our Team at Earthborne, Inc.We're passionate about solving our customers' problems and creating an exceptional experience for them. As a team member, you'll be empowered to make a difference and exceed customer expectations.Estimated Salary: $55,000 - $70,000 per yearJob SummaryWork closely with technicians...

  • Benefits Specialist

    7 days ago


    Warrington, Pennsylvania, United States Juno Search Partners - Open Positions Full time

    Job OverviewJunon Search Partners, a leading employee benefits consulting firm, is seeking an experienced Benefits Consultant to join our team in Warrington, PA. The ideal candidate will have strong presentation and client relationship building skills, financial aptitude, and solid attention to detail.ResponsibilitiesImplement and manage employee benefit...


  • Warrington, Pennsylvania, United States Juno Search Partners - Open Positions Full time

    Job RequirementsWe are seeking a highly skilled Insurance Consultant to join our team at Juno Search Partners in Warrington, PA. As a key member of our team, you will be responsible for implementing and managing employee benefit products, including medical, dental, vision, and life insurance. Your strong analytical and problem-solving skills will enable you...


  • Warrington, Pennsylvania, United States Juno Search Partners - Open Positions Full time

    Job DescriptionWe are seeking a skilled Employee Benefits Consultant to join our team at Juno Search Partners in Warrington, PA. As a key member of our team, you will be responsible for implementing and managing employee benefit products, including medical, dental, vision, and life insurance. You will also serve as the subject matter expert on benefits and...


  • Warrington, Pennsylvania, United States EssilorLuxottica Full time

    About the CompanyLuxottica is a global leader in the design, manufacture, and distribution of fashion, luxury, and sports eyewear. With over 35 years of experience, we strive to provide exceptional quality and service to our customers.Job SummaryWe are seeking an Optical Sales Specialist to join our team at LensCrafters. As an Optical Sales Specialist, you...


  • Warrington, Pennsylvania, United States Chick-fil-A - Warrington Crossing Full time

    About UsAt Chick-fil-A Warrington Crossing, we are committed to providing a fun and fast-paced work environment that feels like family. As a leader, you will have unlimited growth potential and the opportunity to develop transferable business and life skills.Job DescriptionThis leadership opportunity includes hands-on restaurant operations and management in...


  • Warrington, Pennsylvania, United States Financial Servies Full time

    At Capital Insurance & Investment Planning, Inc, we are seeking a highly skilled and motivated Financial Services Specialist to join our team of professionals.Job OverviewWe are a full service independent financial services firm providing financial, estate, retirement and insurance planning services to our clients. Our mission is to understand and address...


  • Warrington, Pennsylvania, United States Terkanian Law, LLC Full time

    Job Summary:Terkanian Law, LLC seeks a skilled Operations Coordinator to provide high-level administrative support to our CEO. The ideal candidate will be highly organized, have excellent communication skills, and possess experience in bookkeeping and financial management.The selected candidate will work closely with our CEO to ensure seamless daily...