Personal Lines Account Manager: Grow Clients & Deliver Service

Foundation Risk Partners; Ocala (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive health-related benefits

401(k) with company match

Company paid life insurance

Generous PTO policy starting at 18 days

Job summary

Foundation Risk Partners in Ocala, Florida, is seeking a Personal Lines Account Manager to join their Herbie Wiles Insurance team. This role entails daily servicing of clients, managing new and renewal business, and maintaining strong customer relationships.

The successful candidate will have at least 3 years of insurance experience and must possess or be open to obtaining the required insurance license. Foundation Risk Partners offers comprehensive benefits including health, a 401(k) with company match, and generous PTO.

Qualifications

• Minimum 3+ years insurance experience preferred.
• Must be open to obtaining necessary insurance license.

Responsibilities

• Responsible for daily servicing of clients including new and renewal business processing.
• Regularly interacts with new and existing clients.
• Manages and retains existing book of business.

Skills

Excellent client service skills

High competence with computers and software

Excellent communication/interpersonal skills

Education

High School diploma or equivalent

Insurance license (4-40, 2044, or 2-20)

Some college helpful

Job description

Foundation Risk Partners in Ocala, Florida, is seeking a Personal Lines Account Manager to join their Herbie Wiles Insurance team. This role entails daily servicing of clients, managing new and renewal business, and maintaining strong customer relationships.

The successful candidate will have at least 3 years of insurance experience and must possess or be open to obtaining the required insurance license. Foundation Risk Partners offers comprehensive benefits including health, a 401(k) with company match, and generous PTO.