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!
Top Skills
What We Do
As one of the top insurance agencies in the Southeastern US, our team knows about the risks that face our communities.
As one of the fastest growing agencies, Acentria Insurance provides all our clients with the utmost service and the latest in products and programs. We recognize that everyone is unique in their insurance needs, so we take the time to get to know you. Whether it be car insurance, home insurance, or business insurance, our team of professionals will meet with you to analyze your specific needs and customize a plan to fit your unique situation.
We are a full service independent insurance agency, so we always work for you. Serving the needs of our clients and their satisfaction is our #1 priority. We are proud of our heritage and the many satisfied clients we serve across the United States.
With over 50 locations throughout the Southeastern US, we are your dedicated resource for ALL things insurance.
Acentria Insurance is a Foundation Risk Partners Company
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