Personal Lines Account Manager
Personal Lines Account Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
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 their Acentria team in Fort Myers FL.
Job Summary:
The Personal Lines Account Manager is responsible for daily servicing of client including new and renewal business processing and maintenance of exceptional customer relations with the Personal Lines Account Manager regularly interacts with the new and existing clients as needed and is responsible for devising creative solutions to meet client needs as to 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 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
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/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.
Benefits:
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!
Required Experience:
Manager
Employment Type
Full Time
