Personal Lines Account Manager
Foundation Risk Partners, California, Missouri, United States, 65018
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 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. 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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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 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. 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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