Personal Lines Account Manager — Client Growth & Renewals

Foundation Risk Partners, Corp.; Woodland (CA); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

401(k) with company match

Life insurance

STD/LTD

PTO and holidays

Job summary

Foundation Risk Partners in Woodland Hills, CA seeks a Personal Lines Account Manager to deliver exceptional client service, support growth, and manage renewals for a local book of personal lines.

You will work with clients, producers, and carriers to review policies, explore options, and maintain strong relationships. 2+ years of personal lines experience, proficiency with MS Office, and familiarity with Applied EPIC and Mercury Insurance systems are preferred.

Qualifications

• 2+ years of Personal Lines insurance experience preferred.
• Experience servicing and managing personal lines accounts.
• Proficiency with Microsoft Office applications.
• Experience with Applied EPIC preferred and familiarity with Mercury Insurance products.

Responsibilities

• Deliver outstanding customer service through phone, email, and client communications.
• Manage and retain an existing book of personal lines business while identifying opportunities for cross-selling and account rounding.
• Guide clients through the renewal process with accurate coverage reviews and policy updates.
• Review policies, endorsements, and related documents for accuracy and completeness.
• Build trusted relationships with clients by providing proactive communication and solutions-oriented service.
• Collaborate with producers, carriers, and internal teams to meet client needs.

Skills

Customer service

Relationship building

Organization

Communication

Teamwork

California carriers

Tools

Applied EPIC

Mercury systems

Microsoft Office

Job description

Foundation Risk Partners in Woodland Hills, CA seeks a Personal Lines Account Manager to deliver exceptional client service, support growth, and manage renewals for a local book of personal lines.

You will work with clients, producers, and carriers to review policies, explore options, and maintain strong relationships. 2+ years of personal lines experience, proficiency with MS Office, and familiarity with Applied EPIC and Mercury Insurance systems are preferred.