Commercial Lines Account Coordinator
Job Summary
The Commercial Lines Account Coordinator 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 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
- Collections and analyzes information regarding the client and assisting in product determinations
Education & Experience
Full time, in office position
High school graduate
College degree or equivalent work experience preferred but not required
Willingness to attain state required 4-40 insurance license
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.
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
- Comprehensive range of health-related benefit options including medical, vision, and dental
- 401(k) with company match
- Company paid life insurance
- STD, LTD
- A generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!