Commercial Lines Account Coordinator

Foundation-Risk-Partners; Lakeland (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

Foundation Risk Partners is seeking a Commercial Lines Account Coordinator to join the Acentria team in Lakeland, FL. The role focuses on daily servicing of clients, processing new and renewal business, and maintaining strong client relationships.

You will support account managers, handle certificates of insurance, and perform essential administrative tasks. Insurance licensing (4-40) may be pursued; prior insurance experience is a plus but not required.

Qualifications

• High school diploma or equivalent required; 4-40 insurance license pursued or held preferred.
• Insurance experience is welcome but not required; strong organizational and communication skills essential.
• Must handle confidential information with discretion and deliver high-quality client service.
• Proven ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Maintains open items checklists and timelines for client accounts.
• Prepares certificates of insurance for clients.
• Assists account managers with tasks related to client insurance servicing.
• Performs general administrative office duties as needed.

Skills

Organizational skills

Written & verbal communication

Problem solving

Customer service

Multitasking

Education

High school diploma or equivalent

4-40 insurance license

Tools

Microsoft Office Suite

Adobe Acrobat Pro

SharePoint Online

Office 365

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 Acentria team in Lakeland, FL.

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 prioritizemultiple 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 meetdeadlines 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 inefficiency 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

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.

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!