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Foundation Risk Partners

Personal Lines Account Manager

Santa Clarita , United States

AI overview

Manage and grow personal accounts while providing excellent client service with opportunities to work in both on-site and hybrid settings.

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 LBW Insurance and Financial Services team in Valencia. 

*On-site and Hybrid options available. (This is not a fully remote position)

Job Summary:

Personal Lines Account Managers work in conjunction with an Account Executive to maintain and grow a book of personal accounts. They provide excellent client service at all times in accordance with LBW philosophy. They’re responsible for managing, evaluating, placing, and servicing both new and renewal accounts.

Essential Functions:

  •  Update and change information in AMS360 (our agency management system) from carrier downloads
  • Provide outstanding service, including client visits when necessary
  • Consistently provide the customer with prompt, knowledgeable and timely response to calls or inquiries
  • Document all calls, activities, and transactions in AMS360
  • Identify, obtain, and analyze all information necessary to evaluate risk exposures and determine the appropriate coverages
  • Bind coverage; order binders/policies
  • Invoice agency bill/direct items and follow up for collection as needed
  • Check/Process policies and endorsements
  • Process incoming emails and mail
  • Issue cancellation letters (for non-pay client bill policies) to the insured
  • Upload/Scan HO’s renewal dec’s – update policy info into AMS360
  • Quote new and renewing policies on carrier websites and/or PL Rater
  • Issue renewal letters for all direct bill auto and direct bill homeowner policies
  • Upload/Scan California Fair Plan renewal offers and issue renewal letters
  • Check payment status for non-payment cancellations with insurance companies
  • Issue identification cards for clients
  • Assist in training new personnel
  • Other miscellaneous duties as assigned

Competencies & Qualifications: 

  • Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner 
  • Must be able to work independently with limited supervision 
  • Must be able to prioritize and effectively manage multiple tasks at once 
  • Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint 
  • Strong verbal and written communication and negotiation skills 
  • Ability to deal with problems involving clients and staff, as well as vendors 
  • Ability to demonstrate attention to detail with high degree of accuracy 
  • Ability to multitask and prioritize a variety of activities 
  • Ability to demonstrate a “client first” attitude 
  • Ability to work on a team effectively

Education & Experience:

  • Must hold a current California Insurance Property & Casualty License and be in good standing
  • Minimum 4 years of experience in Personal Lines Insurance
  • Advanced knowledge in Agency Management Systems (esp. AMS360) is a Plus
  • High school diploma, college degree preferred  

This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.

Pay Transparency Range
$65,000—$80,000 USD

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 company match: We offer a 401(k) with company match.
  • Paid Time Off: We offer a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
Foundation Risk Partners

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States comprised of a network of highly respected insurance agencies. Our platforms cover the full spectrum of the insurance landscape. We are driven by an innovative spirit and team culture that is client-focused.  

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Salary
$65,000 – $80,000 per year
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