Personal Lines Account Executive

Acentria Insurance; Lakeland (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, vision, and dental insurance

401(k) with company match

Paid Life Insurance

Generous PTO policy starting at 18 days

Paid holidays & floating holidays

Job summary

A leading insurance brokerage is seeking a Personal Lines Account Executive in Lakeland, FL. The successful candidate will manage new accounts, process renewals, and handle client claims. Essential skills include strong communication and the ability to build rapport with clients. A minimum of 2 years in a similar role and relevant licensing are required. Benefits include medical, vision, dental, and generous PTO. Join the team to contribute to profitable business growth and client satisfaction.

Qualifications

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

Responsibilities

• Review existing coverages of clients and prospects; identify gaps/weaknesses.
• Cross-selling and account rounding whenever possible along with asking for referrals.
• Work in a team environment with the goal of growing our business profitably.

Skills

Ability to build rapport

Positive demeanor

Excellent communication skills

Education

2+ years in personal lines account management

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, handling client claims and other typical personal lines account servicing.

Responsibilities

• Review existing coverages of clients and prospects; identify gaps/weaknesses in coverage and offer solutions
• Cross-selling and account rounding whenever possible along with asking for referrals
• Work 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
• Utilize 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
• Ensure 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

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 is a plus

EEO and Benefits

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.

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!