Personal Lines Account Manager

Foundation Risk Partners; Los Angeles (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Life insurance

STD/LTD

Job summary

Foundation Risk Partners is seeking a Personal Lines Account Manager for the Gaspar Insurance Services team in Woodland Hills, CA. You will serve clients with timely, accurate service, manage renewals, and support growth of personal accounts.

Ideal candidates have 2+ years of Personal Lines experience in an agency setting, California P&C license, and proficiency in MS Office. Apply to join a growing agency with strong carrier relationships.

Qualifications

• 2+ years of Personal Lines experience in an agency setting.
• California Property & Casualty license required.
• Proficiency in MS Office and agency software.

Responsibilities

• Provide timely customer service to clients by phone and email.
• Support clients in securing and growing personal accounts.
• Manage renewal process with accuracy and problem-solving.
• Verify policy endorsements and accuracy.
• Build strong client relationships through communication and service.
• Assist with cross-selling opportunities.

Skills

Client service

Fast-paced environment

Multitasking

Team player

Communication

CA carriers knowledge

Education

California Property & Casualty license

Tools

Applied Systems EPIC

MS Office

Job description

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 Gaspar Insurance Services team in Woodland Hills, CA.

Job Summary

The Personal Lines Account Manager is responsible for meeting the insurance needs of our clients while delivering exceptional service. This role focuses on maintaining and growing our personal lines book of business by providing prompt, accurate, and professional support to clients, producers, and carriers.

Essential Functions

• Provide exceptional, timely customer service and support to clients through phone and email.
• Support clients in securing, maintaining, and growing their personal accounts, while identifying opportunities for cross-selling.
• Handle all aspects of the renewal process: gather necessary details, verify application accuracy, ensure coverage meets client needs, and address any issues with practical solutions.
• Check policies/endorsements for accuracy.
• Build strong, trusting relationships with clients through open communication, professionalism, and problem-solving.
• Assess quotes, negotiate conditions and pricing, and guide clients toward the most suitable coverage for their needs.
• Stay current in the industry by participating in continuing education and training.

Competencies & Qualifications

• Strong client service skills to retain and grow a loyal customer base.
• Ability to work in a fast-paced, evolving insurance environment.
• Excellent multitasking and problem-solving skills
• Team-oriented mindset with a desire to grow alongside the agency.
• Prompt and professional communication with clients.
• Experience with California carriers.

Education & Experience

• 2+ years of Personal Lines experience in an agency setting preferred.
• California Property & Casualty license required.
• Proficiency in MS Office.
• Experience with Applied Systems EPIC preferred.
• Familiarity with Mercury Insurance is a plus.

This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.

Pay Transparency Range: $65,000 USD - $80,000 USD

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!