Job Application for Personal Lines Account Coordinator at Foundation Risk Partners

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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
Collects and analyzes information regarding the client and assisting in
product determinations
Affects, interprets, and implements various company policies about the
specific factual circumstances of each client

Competencies & Qualifications:

Strong organizational skills that reflect ability to perform and prioritize
multiple tasks seamlessly with excellent attention to detail
Proficient level written and verbal communication skills
Demonstrated proactive approaches to problem-solving with strong
decision-making capability
Demonstrated ability to achieve high performance goals and meet
deadlines in a fast-paced environment
Proven ability to handle confidential information with discretion, be
adaptable to various competing demands, and demonstrate the highest
level of customer/client service and response.
Flexible and creative thinker regarding continuous improvements in
efficiency and processes
Ability to analyze and evaluate results to choose the best solutions and
solve problems on complex issues
Advanced level proficiency in Microsoft Office Suite (Word, Excel,
PowerPoint, etc.) SharePoint Designer and InfoPath, Adobe Pro with
strong technical/computer ability including knowledge of SharePoint Online
and Office 365
Proficient in insurance agency management software (EPIC)

Education & Experience:

State Applicable Insurance Lince required within 90 days of hire
High school diploma or equivalent
College degree or equivalent work experience preferred but not required
Insurance experience preferred but not required

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!

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Personal Lines Account Coordinator

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