Personal Lines Account Coordinator

Essential Functions

• Affords assistance with new business quoting, proposal, sales, and development
• Collects client data/information
• Affords assistance to review processed policies as needed
• Affords assistance in transacting/processing invoices and payments
• Daily service to clients - endorsement requests, general coverage questions, certificates of insurance, MVRs, issue ID cards
• Affords assistance with endorsement requests to carriers
• Affords entry of new client data into agency management system, EPIC
• Affords assistance in entering new accords for existing clients
• Affords organization of binders
• Affords adherence to agency customer service standards

Education & Experience

• High School diploma or equivalent
• Somewhat of college helpful
• Must hold or be open to obtaining 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.

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

• Comprehensive range of health-related benefit options including medical, vision, and dental
• 401(k) with company match
• Company paid life insurance
• STD (Short Term Disability)
• LTD (Long Term Disability)
• A generous Paid Time Off policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!