Personal Lines Account Manager

Foundation Risk Partners; New Albany (OH); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Medical, vision, and dental benefits

Generous PTO starting at 18 days per year

Job summary

A leading insurance brokerage is seeking a Personal Lines Account Manager in New Albany, Ohio. The role involves handling daily service responsibilities, managing client renewals, and providing claims assistance. Candidates should have over 5 years of personal lines experience, particularly with high net worth clients, and must hold the appropriate P&C licenses. Strong communication and organizational skills are essential, and the job offers comprehensive health benefits and generous PTO.

Qualifications

• 5+ years personal lines experience with a background in HNW client/account management services.
• Must be skilled in negotiating renewal terms and providing client support.
• Experience with HNW clients and various insurance carriers.

Responsibilities

• Facilitate policy change requests and issuance of documents.
• Address client questions regarding premiums and assist with claims.
• Evaluate policy coverages for adequacy and re-market renewals as needed.

Skills

Personal lines experience

Client/account management

Strong communication skills

Analytical and organizational skills

Education

Proper insurance licenses (P&C)

Tools

Applied Systems (EPIC)

Microsoft Office suite

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 Manager to support their Insurance Office of Central Ohio team. Our Agency focus is on High Net Worth (HNW) personal lines Property & Casualty, and we are seeking a highly efficient professional to become a part of our team.

The Account Manager position involves handling all aspects daily service responsibilities as well as client renewals and re-marketing within all lines of P&C personal insurance. This person must be open to working 8:30-4:00PM or 9:00AM-5:00PM (EST) hours.

Essential Functions

• Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc.
• Address client questions regarding premiums and billing statements.
• Provide claims counseling and assistance during the claim settlement process.
• Assist client with completion of applications, risk profile assessments and renewal questionnaires.
• Evaluate policy coverage terms and limits for adequacy relative to client needs and their risk profile.
• Re-market client policy renewals as needed given client need and/or current market conditions.
• Negotiate renewal terms with incumbent carrier and alternative markets to seek the broadest coverage available at the most competitive premiums.
• Prepare re-marketing results and provide a detailed renewal review to discuss with the client.
• Implement new/renewal program and provide client with detailed evidence of coverage.
• Cross-sell/upgrade existing coverage and/or present additional coverages as needed.

Competencies & Qualifications

• 5+ years personal lines experience with a background in HNW client/account management services.
• HNW experience with the following carriers: Chubb, AIG Private Client Group, PURE, Cincinnati, Encompass, Westfield, as well as E&S Markets.
• HNW experience with the following required: Coastal homes, CA earthquake and brush fire, extensive fine arts and jewelry schedules, exotic/collector cars, yacht/watercraft, builder’s risk, etc.
• Proper insurance licenses (P&C).
• Experience with Applied Systems (EPIC), TAM, Microsoft Office suite (Excel, Word, Outlook, etc.) and general computer skills.
• Strong communication skills, work well both on your own and in a team environment, and good under deadlines.
• A self-starter, good analytical and organizational skills, ability to prioritize given simultaneous tasks in a fast-paced environment.

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!

Location: Columbus, Ohio Metropolitan Area