Personal Lines Account Manager

FRP of Florida; Saint Augustine (FL); On-site; USD 40,000 - 70,000; Full time

Job summary

Foundation Risk Partners, located in St. Augustine, FL, seeks a Personal Lines Account Manager to service client needs and manage new and renewal business with a focus on exceptional client relations.

The role involves daily policy processing, endorsements, and responsive support to clients, while collaborating with marketing and sales teams to grow the book of business.

Qualifications

• Daily servicing of client accounts and policy maintenance.
• Processing new and renewal business.
• Strong communication and problem-solving to respond to client inquiries.
• Ability to collaborate with marketing and sales teams.

Responsibilities

• New business quoting and development.
• Account rounding and retention of existing clients.
• Collects and analyzes client information.
• Interacts with clients for endorsements and coverage questions.
• Reviews renewals, new policies, and policy changes.
• Researches and resolves questions; adheres to service standards.
• Participates in marketing and sales meetings.

Skills

Client servicing

Communication skills

Sales & cross-selling

Insurance knowledge

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 team in St. Augustine, FL.

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