Personal Lines Account Executive

FRP of Florida; Lakeland (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive health benefits

401(k) with company match

Generous PTO policy

Paid holidays

Job summary

A fast-growing insurance brokerage in Lakeland, FL, seeks a Personal Lines Account Executive responsible for marketing new accounts, processing renewals, and handling client claims. The ideal candidate will have over 2 years of experience in a related position and possess a positive demeanor. This role requires excellent communication skills and proficiency in systems like Applied EPIC. Benefits include health options, a 401(k) match, PTO, and more.

Qualifications

• Proven ability to build rapport with clients and prospects.
• Demonstrated positive and professional demeanor.
• Excellent written and verbal communication skills.

Responsibilities

• Review and identify gaps in clients' coverage.
• Cross-sell and round accounts where possible.
• Work as a part of a team to grow business profitably.
• Become proficient in Agency Management System.
• Utilize technology for client engagement and education.
• Meet with carrier representatives for market knowledge.
• Process new business quotes and renewals timely.
• Document and update customer records based on interactions.

Skills

Client relationship building

Written communication

Verbal communication

Education

2+ years experience in personal lines

20-44 or 2-20 License

Tools

Applied EPIC

QuoteRUSH

Job description

Overview

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

Job Summary

The Personal Lines Account Executive is responsible for marketing new accounts to insurers, processing renewals and endorsements, handle client claims and other typical personal lines account servicing.

Responsibilities

• Reviewing clients and prospects' existing coverage's; identifying gaps/weaknesses in coverage and offering solutions
• Cross-selling and account rounding whenever possible along with asking for referrals
• Working in a team environment with the goal of growing our business profitably
• Become proficient in our Agency Management System and other personal lines related systems
• Utilizing technology and systems to educate, communicate and engage clients year-round
• Familiarize yourself with our other business units and products/services offered by the agency for cross-sell opportunities
• Meet with carrier reps and maintain a working knowledge of their target markets and product offerings
• Ensuring new business quotes/submissions, renewals and endorsements are complete and processed in a timely manner
• Engage with underwriters, as needed, on new business and/or renewal issues
• Document and update customer records based on interactions

Competencies & Qualifications

• Ability to build a rapport with clients and prospects
• Positive and professional demeanor
• Excellent written and verbal communication skills

Education & Experience

• Minimum of 2+ years previous experience in a personal lines account executive or account manager position
• 20-44 or 2-20 License
• Prior experience with Applied EPIC and QuoteRUSH a plus

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!