What are the responsibilities and job description for the Personal Lines Account Coordinator position at Foundation Risk Partners?
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 Acentria team in Tuscaloosa, Alabama.
Job Summary :
The Account Coordinator I 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 I 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
product determinations
specific factual circumstances of each client
Competencies & Qualifications :
multiple tasks seamlessly with excellent attention to detail
decision-making capability
deadlines in a fast-paced environment
adaptable to various competing demands, and demonstrate the highest
level of customer / client service and response.
efficiency and processes
solve problems on complex issues
PowerPoint, etc.) SharePoint Designer and InfoPath, Adobe Pro with
strong technical / computer ability including knowledge of SharePoint Online
and Office 365
Education & Experience :
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!
