Personal Lines Account Manager

FRP of Florida; Saint Augustine (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Company paid life insurance

STD, LTD

PTO starting at 18 days + holidays

Job summary

Foundation Risk Partners in St. Augustine, FL, is seeking a Personal Lines Account Manager for the Herbie Wiles Insurance team. This role focuses on daily client servicing, new and renewal business processing, and maintaining exceptional customer relations with clients.

The successful candidate will interact with clients, develop coverage solutions, and support marketing and sales efforts while managing and growing the existing book of business.

Qualifications

• Minimum 3+ years insurance experience preferred.
• Must possess state required 4-40, 2044 or 2-20 license.
• High School diploma or equivalent.
• Some college helpful.

Responsibilities

• New business quoting, proposal, sales, and development
• Account rounding and retention of existing clients
• Interprets and implements client coverage solutions
• Collects and analyzes client information
• Serves clients with endorsements and coverage questions
• Participates in marketing and sales meetings
• Manages and retains existing book of business
• Reviews renewals and policy changes
• Resolves client questions and problems
• Adheres to customer service standards
• Interviews clients as needed
• Assists in product determinations and policy reviews
• Implements company policies for each client
• Reviews processed policies as needed
• Performs other duties to establish, service, and maintain accounts

Skills

Client service

Communication skills

Computer skills

Self-motivated

Education

High School diploma or equivalent

Some college helpful

Job description

Foundation Risk Partners, one of the fass growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Manager to their Herbie Wiles Insurance team in St. Augustine, 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!