Posted 2 months ago
Personal Lines Account Coordinator
AI Summary
Provides administrative support to Personal Lines Account Managers, processing and maintaining client data and handling daily service tasks to facilitate new and renewal business.
About this role
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 Herbie Wiles team.
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
Education & Experience:
- High School diploma or equivalent
- Some college helpful
- Must hold or be open to obtain 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!
Skills
Explore related jobs
More jobs at Foundation Risk Partners
- Commercial Lines Account ManagerSacramento, California
- Associate Account ManagerOrange, California
- Senior Commercial Lines Account ExecutiveValencia, California
- Regional Vice President of Employee Benefits OperationsOrange, California
- FRP Summer 2027 InternOrange, California
- Employee Benefits Sales ConsultantColumbia, Maryland
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.