Personal Lines Account Manager

Foundation-Risk-Partners; Tallahassee (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Foundation Risk Partners is seeking a Personal Lines Account Manager in Tallahassee, FL to service daily client needs, process new and renewal business, and maintain strong client relationships.

The role involves coordinating quotes, endorsements, and coverage details while leveraging industry knowledge to create client solutions and maintain a high standard of service.

Qualifications

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

Responsibilities

• New business quoting, proposals, sales, and development.
• Account rounding and retention of existing clients.
• Interacts with clients to address endorsements and coverage questions.
• Reviews and processes renewals and policy changes.
• Manages and retains the existing book of business.
• Participates in marketing and sales meetings.
• Adheres to agency customer service standards.
• Uses discretion and independent judgment on accounts.
• Researches and resolves client questions.

Skills

Client service

Computer skills

Professional demeanor

Communication skills

Education

Insurance license (4-40/2044/2-20)

High School diploma

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 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
• High School diploma or equivalent
• Some college helpful

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.

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!