Commercial Lines Account Coordinator

Location: Marianna

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.

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