Personal Lines Account Manager — Client Growth & Service

Foundation Risk Partners, Corp.; Saint Augustine (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance options

401(k) match

Life insurance

PTO 18 days + 10 holidays + 2 floating

Job summary

Foundation Risk Partners in St. Augustine, FL is seeking a Personal Lines Account Manager to service clients daily, process new and renewal business, and maintain exceptional relationships.

You will quote new business, handle endorsements, renewals, and policy changes, and contribute to marketing and client development while maintaining accuracy and compliance. Candidates should have 3+ years of insurance experience and valid licenses; a high school diploma or equivalent is required.

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, 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

Skills

Excellent client service

Computer proficiency

Professional & self-motivated

Strong communication

Education

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

High School diploma or equivalent

Some college helpful

Job description

Foundation Risk Partners in St. Augustine, FL is seeking a Personal Lines Account Manager to service clients daily, process new and renewal business, and maintain exceptional relationships.

You will quote new business, handle endorsements, renewals, and policy changes, and contribute to marketing and client development while maintaining accuracy and compliance. Candidates should have 3+ years of insurance experience and valid licenses; a high school diploma or equivalent is required.