Personal Lines Account Manager
Foundation Risk Partners, Santa Clarita, California, United States, 91382
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)
Overview 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 USD - $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!
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Overview 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 USD - $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!
#J-18808-Ljbffr