Commercial Lines Account Coordinator

FRP of Florida; Boca Raton (FL); On-site; USD 42,000 - 54,000; Full time

Job summary

Foundation Risk Partners is seeking a Commercial Lines Account Coordinator to support the Account Management team in servicing commercial insurance clients, processing certificates of insurance, endorsements, renewals, and invoicing, while maintaining accurate documentation.

This role emphasizes professional development, licensing, and continuous learning, with a path to an Account Manager and opportunities to collaborate with carriers, brokers, and internal teammates.

Qualifications

• Strong customer service, communication, and relationship-building required.
• Excellent organizational, time management, and prioritization abilities.
• Attention to detail with high accuracy and multi-tasking capability.
• Proficiency with Microsoft Office (Outlook, Word, Excel, Teams).
• Ability to learn agency management systems and insurance tech platforms.
• Florida 2-20 license within six months of hire.

Responsibilities

• Process certificates of insurance, endorsements, renewals, invoicing, and related policy administration.
• Assist with renewals by updating policy information and coordinating submissions.
• Review policies/documents for accuracy and coordinate corrections with carriers.
• Process agency bill transactions and related invoicing activities.
• Maintain documentation in the agency management system per procedures.
• Respond to client and internal requests with professional service.
• Build relationships with clients, carrier partners, brokers, and teammates.
• Participate in ongoing training and licensing activities.
• Perform other duties to support the Commercial Lines team.

Skills

Customer service

Communication

Relationship-building

Organizational skills

Time management

Attention to detail

Multitasking

Microsoft Office

Agency management systems

Insurance tech platforms

Analytical thinking

Problem-solving

Written communication

Verbal communication

Teamwork

Continuous learning

Independence

Education

High School Diploma

Florida 2-20 Property & Casualty License (within 6 months)

Commercial insurance experience preferred

Tools

Applied Epic

CSR24

Agency management systems

Job description

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 Foundation Risk Partners of FL team.

Job Summary

The Account Coordinator provides administrative and technical support to the Commercial Lines Account Management team in the service and retention of commercial insurance clients. This position supports day-to-day account servicing activities, including policy administration, client requests, and carrier interactions. The Account Coordinator develops technical insurance expertise through structured training, licensing, and professional development while ensuring accurate documentation, regulatory compliance, and exceptional service to clients, carrier partners, and internal stakeholders. This role serves as a foundational position designed to prepare teammates for future advancement into an Account Manager role.

Essential Functions

• Support the Account Management team in servicing commercial insurance accounts by processing certificates of insurance, evidence of property requests, endorsements, policy renewals, audits, invoicing activities, motor vehicle reports (MVRs), and other policy administration transactions.
• Assist with the renewal process by updating policy information, preparing applications, coordinating marketing submissions, and reviewing coverage documents for accuracy and completeness.
• Review policies, endorsements, audits, and related insurance documents to ensure accuracy, identify discrepancies, and coordinate necessary corrections with carriers, brokers, and internal stakeholders.
• Process agency bill transactions, including endorsements, audits, policy renewals, premium finance agreements, and related invoicing activities.
• Maintain accurate, complete, and timely documentation within the agency management system in accordance with company procedures, carrier requirements, and regulatory standards.
• Respond to client and internal service requests in a professional and timely manner while delivering a high level of customer service.
• Build and maintain effective working relationships with clients, carrier partners, brokers, and internal teammates.
• Exercise discretion and maintain confidentiality regarding client, company, and proprietary information.
• Participate in ongoing training and professional development activities, including obtaining and maintaining required insurance licenses and expanding technical insurance knowledge.
• Perform other duties and special projects as needed in support of the Commercial Lines service team.

Competencies & Qualifications

• Strong customer service, communication, and relationship-building skills.
• Excellent organizational, time management, and prioritization abilities.
• Strong attention to detail with a high degree of accuracy.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and Teams.
• Ability to learn and effectively utilize agency management systems, carrier portals, and insurance technology platforms.
• Strong analytical, problem-solving, and critical-thinking skills.
• Effective written and verbal communication skills.
• Ability to work independently while contributing positively within a team environment.
• Commitment to continuous learning, professional development, and career growth.

Education & Experience

• High School Diploma or equivalent required.
• Commercial insurance experience preferred.
• Experience with Applied Epic, CSR24, or related agency management systems preferred.
• Ability to obtain a Florida 2-20 Property & Casualty License within six months of hire.
• Pursuit of additional industry education and professional development is encouraged.

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

• Health-related benefits including medical, vision, and dental.
• 401(k) with company match.
• Company paid life insurance.
• Short-term disability (STD).
• Long-term disability (LTD).
• Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays.