Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Coordinator to their Herbie Wiles team.

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 ID cards
  •    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