Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Coordinator to their Acentria team in Lakeland, FL.
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 position processes administrative tasks as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts.
Essential Functions:
- Maintains open items checklists/timelines
- Prepares certificates of insurance
- Works directly with account managers assisting with tasks associated with client insurance servicing.
- Familiarity with administrative office tasks
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
- 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
- Advanced level proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, etc.) and Adobe Pro with strong technical/computer ability including knowledge of SharePoint Online and Office 365
Education & Experience:
- Ability to attain 4-40 insurance license
- High school diploma or equivalent
- 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!
Skills Required
- High school diploma or equivalent
- Ability to attain a 4-40 insurance license
- Advanced proficiency in Microsoft Office Suite
- Proficiency in Adobe Acrobat Pro
- Knowledge of SharePoint Online and Office 365
- Insurance experience
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
