Personal Lines Account Manager

Foundation Risk Partners - Wauchula, FL

Full-time - Mid Level

Wauchula, FL

Insurance Carriers and Related Activities

About the position

The Personal Lines Account Manager at Foundation Risk Partners is responsible for the daily servicing of clients, focusing on new and renewal business processing while maintaining exceptional customer relations. This role involves regular interaction with clients to devise creative solutions that meet their coverage needs, ensuring a high level of service and satisfaction.

Responsibilities

• New business quoting, proposal, sales, and development
• Account rounding and retention of existing clients
• Use experience, discretion, and independent judgment to implement solutions to meet client needs
• Collect and analyze client information
• Interact with clients professionally and timely for endorsement requests and general coverage questions
• Participate in marketing and sales meetings
• Manage and retain an existing book of business
• Review and process old and new renewals, new policies, and policy changes
• Handle questions, research, and resolve problems
• Adhere to agency customer service standards
• Exercise discretion and independent judgment on accounts, including interviewing clients
• Assist in product determinations based on client information
• Review processed policies as needed
• Perform other duties required to establish, service, and maintain accounts

Requirements

• Minimum 3+ years insurance experience preferred
• Must possess state required 4-40, 2044 or 2-20 insurance license
• High School diploma or equivalent
• Some college helpful
• Excellent client service skills
• High competence with computers, programs, and software throughout the client life cycle
• Highly professional and self-motivated
• Excellent communication and interpersonal skills

Benefits

• Comprehensive range of health-related benefit options including medical, vision, and dental
• 401(k) with company match
• Company paid life insurance
• Short-term disability (STD) and long-term disability (LTD) insurance
• Generous PTO policy starting at 18 days per year
• 10 paid holidays and 2 floating holidays