Personal Lines Account Coordinator
- Location
- St. Augustine, FL · On-site
- Job type
- Full-time
- Level
- Mid-level
- Education
- High school diploma or equivalent
- Listed
- 30 days ago
Skills & highlights for this role
- client data entry
- insurance policy processing
- agency management systems
Also useful
- EPIC
Stated benefits & perks
- Health
- Dental
- Vision
- 401k match
- Life insurance
About the role
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 St. Augustine, FL office.
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
- Must hold or be open to obtain insurance license
Benefits
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!
Equal opportunity and legal notices
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.
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.
From Foundation Risk Partners's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
Where is the Personal Lines Account Coordinator job at Foundation Risk Partners located?
This Personal Lines Account Coordinator position at Foundation Risk Partners is located in St. Augustine, FL (On-site). Always check Foundation Risk Partners's application page for specific state eligibility or relocation policies.
What qualifications are required for Personal Lines Account Coordinator at Foundation Risk Partners?
For the Personal Lines Account Coordinator role, Foundation Risk Partners highlights a high school diploma or equivalent; experience with client data entry, insurance policy processing, agency management systems. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Personal Lines Account Coordinator position at Foundation Risk Partners?
This listing links directly to Foundation Risk Partners's Greenhouse application page. You can apply directly on Foundation Risk Partners's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.