Personal Lines Account Coordinator

Foundation Risk Partners; Saint Augustine (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

The Personal Lines Account Manager role supports daily client servicing for new and renewal business, working to meet coverage needs with tailored solutions. The position emphasizes client relations, retention, and proactive problem solving across endorsements, renewals, and policy changes.

FRP offers an opportunity to grow within a collaborative agency, with emphasis on accurate data handling, timely communication, and adherence to service standards.

Qualifications

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

Responsibilities

• Quote new business, proposals, and development.
• Retain and round existing client book.
• Analyze client information to tailor solutions.
• Handle endorsements and coverage questions.
• Review renewals and policy changes.
• Support marketing and sales meetings.
• Provide timely client service and problem resolution.

Skills

Client service

Communication

Interpersonal skills

Computer skills

Education

High school diploma

Some college

Tools

Insurance software

Job description

Personal Lines Account Manager

The Personal Lines Account Manager is responsible for daily servicing of clients, including new and renewal business processing and maintaining exceptional customer relations. The role regularly interacts with clients and devises creative solutions to meet their coverage needs.

Essential Functions

• New business quoting, proposal, sales, and development
• Account rounding and retention of existing clients
• Use experience, discretion, and independent judgment to conceptualize and implement solutions that meet client needs
• Collect and analyze client information
• Interact with clients in a professional and timely manner through daily service such as endorsement requests and coverage questions
• Participate in marketing and sales meetings
• Manage and retain 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 client interviews
• Assist in product determinations by collecting and analyzing client data
• Interpret and implement company policies based on each client’s specific circumstances
• Review processed policies as needed
• Perform other duties as 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 throughout the client life cycle
• Highly professional and self‑motivated
• Excellent communication and interpersonal skills

Education & Experience

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

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!