Personal Lines Account Executive
Foundation Risk Partners, Lakeland, Florida, United States, 33801
Personal Lines Account Executive
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 Lakeland, 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
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 Lakeland, 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