Personal Lines Account Manager

4 weeks ago


Pembroke Pines, Florida, United States Foundation Risk Partners Full time
Job Summary:

The Personal Lines Account Manager is responsible for daily servicing of clients, including new and renewal business processing, and maintaining exceptional customer relations with clients.

This role involves devising creative solutions to meet client needs and providing professional and timely service to clients through daily interactions, such as endorsement requests and general coverage questions.

The successful candidate will have excellent client service skills, high competence with computers and software, and the ability to exercise discretion and independent judgment on accounts.

Key Responsibilities:

  • New business quoting, proposal, sales, and development
  • Account rounding and retention of existing clients
  • Collecting and analyzing client information
  • Regularly interacting with clients in a professional and timely manner
  • Participating in marketing and sales meetings
  • Managing and retaining existing book of business
  • Reviews and processes old and new renewals, new policies, and policy changes
  • Handles questions, researches, and resolves problems

Requirements:

  • 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

Why Work for Foundation Risk Partners:

As a leading insurance brokerage and consulting firm, Foundation Risk Partners offers a comprehensive range of health-related benefit options, a 401(k) with company match, company paid life insurance, STD, LTD, and a generous PTO policy.

Our goal is to provide an environment that fosters both personal and professional growth, while creating a workplace that feels like home.


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