Personal Lines Account Manager

Acentria Insurance

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profile Job Location:

Sarasota, FL - USA

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Foundation Risk Partners one of the fastest growing insurance brokerage and consulting firms in the US is adding a Personal Lines Account Executive to theirAcentria team in Sarasota FL.

Job Summary:

The Personal Lines Account Executive is responsible for marketing new accounts to insurers processing renewals and endorsements handle client claims and other typical personal lines account servicing.

Essential Functions:

  • Reviewing clients and prospects existing coverages; identifying gaps/weaknesses in coverage and offering solutions
  • Cross-selling and account rounding whenever possible along with asking for referrals
  • Working in a team environment with the goal of growing our business profitably
  • Become proficient in our Agency Management System and other personal lines related systems
  • Utilizing technology and systems to educate communicate and engage clients year-round
  • Familiarize yourself with our other business units and products/services offered by the agency for cross-sell opportunities
  • Meet with carrier reps and maintain a working knowledge of their target markets and product offerings
  • Ensuring new business quotes/submissions renewals and endorsements are complete and processed in a timely manner
  • Engage with underwriters as needed on new business and/or renewal issues
  • Document and update customer records based on interactions

Competencies & Qualifications:

  • Ability to build a rapport with clients and prospects
  • Positive and professional demeanor
  • Excellent written and verbal communication skills

Education & Experience:

  • Minimum of 2 years previous experience in a personal lines account executive or account manager position
  • 20-44 or 2-20 License
  • Prior experience with Applied EPIC and QuoteRUSH a plus

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

Foundation Risk Partners one of the fastest growing insurance brokerage and consulting firms in the US is adding a Personal Lines Account Executive to theirAcentria team in Sarasota FL.Job Summary:The Personal Lines Account Executive is responsible for marketing new accounts to insurers processing r...
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Key Skills

  • Administration
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  • Advocacy
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  • Back Office

About Company

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Acentria is an independent insurance agency that serves as the dedicated resource for personal, business, health and life insurance coverage.

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