Foundation Risk Partners, Corp.
Personal Lines Account Manager Pensacola, Florida, United States
Foundation Risk Partners, Corp., Pensacola, Florida, United States, 32573
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.
Job Summary The Personal Lines Account Manager is responsible for daily servicing of clients, including new and renewal business processing, and maintenance of exceptional customer relations. The role regularly interacts with new and existing clients as needed, devising creative solutions to meet client coverage needs.
Essential Functions
New business quoting, proposal, sales, and development
Account rounding and retention of existing clients
Use experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs
Collect and analyze client information
Interact with clients professionally and timely through daily service such as endorsement requests and general coverage questions
Participate in marketing and sales meetings
Manage and retain existing book of business
Review and process old and new renewals, new policies, and policy changes
Handle questions, research, and resolve problems
Adhere to agency customer service standards
Exercise discretion and independent judgment on accounts, including interviewing clients
Collect and analyze information regarding the client to assist in product determinations
Interpret and implement company policies regarding specific factual circumstances of each client
Review processed policies as needed
Perform other duties 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 throughout the client life cycle
Highly professional and self‑motivated
Excellent communication and interpersonal skills
Education & Experience
Minimum 3+ years of insurance experience preferred
Must possess a state required 4‑40, 2044, or 2‑20 insurance license
High school diploma or equivalent
Some college helpful
Why settle for less, come work for the best!
As a Foundation Risk Partners company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years! Our goal is to provide an environment that fosters both personal and professional growth – while creating a workplace that feels like home.
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 and 2 floating holidays.
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Job Summary The Personal Lines Account Manager is responsible for daily servicing of clients, including new and renewal business processing, and maintenance of exceptional customer relations. The role regularly interacts with new and existing clients as needed, devising creative solutions to meet client coverage needs.
Essential Functions
New business quoting, proposal, sales, and development
Account rounding and retention of existing clients
Use experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs
Collect and analyze client information
Interact with clients professionally and timely through daily service such as endorsement requests and general coverage questions
Participate in marketing and sales meetings
Manage and retain existing book of business
Review and process old and new renewals, new policies, and policy changes
Handle questions, research, and resolve problems
Adhere to agency customer service standards
Exercise discretion and independent judgment on accounts, including interviewing clients
Collect and analyze information regarding the client to assist in product determinations
Interpret and implement company policies regarding specific factual circumstances of each client
Review processed policies as needed
Perform other duties 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 throughout the client life cycle
Highly professional and self‑motivated
Excellent communication and interpersonal skills
Education & Experience
Minimum 3+ years of insurance experience preferred
Must possess a state required 4‑40, 2044, or 2‑20 insurance license
High school diploma or equivalent
Some college helpful
Why settle for less, come work for the best!
As a Foundation Risk Partners company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years! Our goal is to provide an environment that fosters both personal and professional growth – while creating a workplace that feels like home.
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 and 2 floating holidays.
#J-18808-Ljbffr