Personal Lines Account Coordinator
Job in
Saint Augustine, St. Johns County, Florida, 32095, USA
Listed on 2026-01-25
Listing for:
Foundation Risk Partners
Full Time
position Listed on 2026-01-25
Job specializations:
-
Sales
-
Insurance
Job Description & How to Apply Below
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
* 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
* Must hold or be open to obtain insurance license
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×