Personal Lines Account Manager Fort Myers, Florida, United States

Acentria Insurance; Orlando (FL); On-site; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Personal Lines Account Manager to join their dynamic team in sunny Florida. In this exciting role, you will be at the forefront of client engagement, responsible for servicing a diverse portfolio of clients and ensuring their insurance needs are met with exceptional care. You will leverage your expertise to provide innovative solutions, manage renewals, and maintain strong relationships with clients. This position offers a fantastic opportunity to grow within a supportive environment that values professional development and client satisfaction. If you are passionate about insurance and dedicated to delivering outstanding service, this is the perfect role for you.

Benefits

Medical Insurance

Vision Insurance

Dental Insurance

401(k) with Company Match

Company Paid Life Insurance

Short-term Disability (STD)

Long-term Disability (LTD)

Generous PTO Policy

Paid Holidays

Floating Holidays

Qualifications

• 3+ years of insurance experience preferred.
• Must possess state required insurance license.

Responsibilities

• Daily servicing of clients including new and renewal business processing.
• Devising creative solutions to meet client needs regarding coverage.

Skills

Client Service Skills

Communication Skills

Interpersonal Skills

Problem-Solving Skills

Self-Motivation

Education

High School Diploma or Equivalent

Some College

Tools

Insurance Software

Computer Programs

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 theirAcentria team in Fort Myers, FL

Job Summary:

The Personal Lines Account Manager is responsible for daily servicing of clients including new and renewal business processing and maintenance of exceptional customer relations. This role regularly interacts with new and existing clients and is responsible for devising creative solutions to meet client needs regarding 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 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
• Collects and analyzes information regarding the client and assists in product determinations
• Affects, interprets, and implements various company policies regarding the specific factual circumstances of each client
• Reviews processed policies as needed
• Performs other duties as 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 and 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!

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