Personal Lines Account Manager

AI overview

Drive business growth by managing client accounts, identifying coverage gaps, and utilizing technology to enhance customer engagement.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Executive to their Acentria 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 coverage's; 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!

Perks & Benefits Extracted with AI

Health Insurance: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental.
401(k) with match and life insurance: We offer a 401(k) with company match, company paid life insurance, STD, LTD
Paid Time Off: a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!