Posted 2 months ago
Commercial Lines Account Coordinator
AI Summary
Acts as a Commercial Lines Account Coordinator at Acentria (under Foundation Risk Partners), handling daily client servicing, new and renewal business processing, and exception handling to maintain customer relationships.
About this role
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Commercial Lines Account Coordinator to their Acentria team.
Job Summary:
The Commercial Lines Account Coordinator is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This includes regularly interacting with new and existing clients as needed. The Account Coordinator is also responsible for devising creative solutions to meet client needs as to insurance coverage. This position reviews processed policies as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts.
Essential Functions:
- Participates in marketing meetings and attends carrier meetings
- Maintains open items checklists/timelines
- Prepares certificates of insurance
- Responsible for major project deadlines
- Regularly exercises discretion and independent judgment on accounts
- Interviews clients
- Collects and analyzes information regarding the client and assisting in product determinations
Education & Experience:
- Full time, in office position
- High school graduate
- College degree or equivalent work experience preferred but not required
- Willingness to attain state required 4-40 insurance license
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!
