Office Coordinator
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Job Description
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
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.