What are the responsibilities and job description for the Insurance Agency Account Coordinator position at Foundation Risk Partners?
We are seeking a detail-oriented and customer-focused Insurance Agency Account Coordinator to join our Acentria team in Bonifay, Florida. As a key member of our team, you will work closely with our producers to develop and service accounts, providing exceptional service to clients during the policy year and ensuring successful renewal marketing.
Responsibilities of this role include:
- Market new business assigned by producer
- Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.
- Prepare proposals
- Work independently of Producers on placement of risk
- Develop and maintain strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
- Use independent judgement to conceptualize solutions for client needs
Requirements for this position include:
- Strong organizational, multitask, motivational, problem-solving, detail-oriented, verbal, written, and self-discipline skills
- Proficient in insurance agency management software (EPIC) and Microsoft products preferred
Successful candidates will possess:
- Florida 2-20 or insurance license required
- College degree or equivalent work experience
- 3 years agency experience in designated field
