Job Application for Personal Lines Account Manager at Foundation Risk Partners

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Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Manager to their Acentria team in Fort Myers, FL

Job Summary:

The Personal Lines Account Manager is responsible for daily servicing of client including new and renewal business processing and maintenance of exceptional customer relations with the client. The Personal Lines Account Manager regularly interacts with the new and existing clients as needed and is responsible for devising creative solutions to meet client needs as to coverage.

Essential Functions:

New business quoting, proposal, sales, and development
Account rounding and retention of existing clients
Uses experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs
Collects and analyzes client information
Regularly interacts with clients in a professional and timely manner through daily service to clients such as endorsement requests and general coverage questions
Participates in marketing and sales meetings
Manages and retains existing book of business
Reviews and processes old and new renewals, new policies, and policy changes
Handles questions, researches, and resolves problems
Adheres to agency customer service standards
Regularly exercises discretion and independent judgment on accounts including but not limited to interviewing clients
Collects and analyzes information regarding the client and assisting in product determinations
Affecting, interpreting, and implementing various company policies regarding the specific factual circumstances of each client
Reviews processed policies as needed
Performs other duties as are required to establish, service, and maintain accounts

Competencies & Qualifications:

Excellent client service skills to assist in retaining, developing, and growing a client base.
High competence with computers, programs, and software through the entire client life cycle.
Highly professional and self-motivated.
Excellent Communication/interpersonal skills

Education & Experience:

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

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:

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!

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Personal Lines Account Manager

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