Personal Lines Account Manager

Foundation Risk Partners; Ocala (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive health-related benefits

401(k) with company match

Company paid life insurance

Generous PTO policy starting at 18 days

Job summary

Foundation Risk Partners in Ocala, Florida, is seeking a Personal Lines Account Manager to join their Herbie Wiles Insurance team. This role entails daily servicing of clients, managing new and renewal business, and maintaining strong customer relationships.

The successful candidate will have at least 3 years of insurance experience and must possess or be open to obtaining the required insurance license. Foundation Risk Partners offers comprehensive benefits including health, a 401(k) with company match, and generous PTO.

Qualifications

• Minimum 3+ years insurance experience preferred.
• Must be open to obtaining necessary insurance license.

Responsibilities

• Responsible for daily servicing of clients including new and renewal business processing.
• Regularly interacts with new and existing clients.
• Manages and retains existing book of business.

Skills

Excellent client service skills

High competence with computers and software

Excellent communication/interpersonal skills

Education

High School diploma or equivalent

Insurance license (4-40, 2044, or 2-20)

Some college helpful

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 Herbie Wiles Insurance team.

Job Summary

The Personal Lines Account Manager is responsible for daily servicing of client including new and renewal business processing and maintenance of exceptional customer relations with the client. The Personal Lines Account Manager regularly interacts with the new and existing clients as needed and is responsible for devising creative solutions to meet client needs as to coverage.

Essential Functions

• New business quoting, proposal, sales, and development
• Account rounding and retention of existing clients
• Uses experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs
• Collects and analyzes client information
• Regularly interacts with clients in a professional and timely manner through daily service to clients such as endorsement requests and general coverage questions
• Participates in marketing and sales meetings
• Manages and retains existing book of business
• Reviews and processes old and new renewals, new policies, and policy changes
• Handles questions, researches, and resolves problems
• Adheres to agency customer service standards
• Regularly exercises discretion and independent judgment on accounts including but not limited to interviewing clients
• Collects and analyzes information regarding the client and assisting in product determinations
• Affecting, interpreting, and implementing various company policies regarding the specific factual circumstances of each client
• Reviews processed policies as needed
• Performs other duties as are 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 through the entire client life cycle.
• Highly professional and self‑motivated.
• Excellent Communication/interpersonal skills

Education & Experience

• Minimum 3+ years insurance experience preferred
• Must possess state required 4-40, 2044 or 2-20 insurance license, or be open to obtaining
• High School diploma or equivalent
• Some college helpful

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!

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.