Personal Lines Account Manager - Client Growth

FRP of Florida; Saint Augustine (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Company paid life insurance

STD, LTD

PTO starting at 18 days + holidays

Job summary

Foundation Risk Partners in St. Augustine, FL, is seeking a Personal Lines Account Manager for the Herbie Wiles Insurance team. This role focuses on daily client servicing, new and renewal business processing, and maintaining exceptional customer relations with clients.

The successful candidate will interact with clients, develop coverage solutions, and support marketing and sales efforts while managing and growing the existing book of business.

Qualifications

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

Responsibilities

• New business quoting, proposal, sales, and development
• Account rounding and retention of existing clients
• Interprets and implements client coverage solutions
• Collects and analyzes client information
• Serves clients with endorsements and coverage questions
• Participates in marketing and sales meetings
• Manages and retains existing book of business
• Reviews renewals and policy changes
• Resolves client questions and problems
• Adheres to customer service standards
• Interviews clients as needed
• Assists in product determinations and policy reviews
• Implements company policies for each client
• Reviews processed policies as needed
• Performs other duties to establish, service, and maintain accounts

Skills

Client service

Communication skills

Computer skills

Self-motivated

Education

High School diploma or equivalent

Some college helpful

Job description

Foundation Risk Partners in St. Augustine, FL, is seeking a Personal Lines Account Manager for the Herbie Wiles Insurance team. This role focuses on daily client servicing, new and renewal business processing, and maintaining exceptional customer relations with clients.

The successful candidate will interact with clients, develop coverage solutions, and support marketing and sales efforts while managing and growing the existing book of business.