Personal Lines Account Manager

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 Manager regularly interacts with new and existing clients as needed and devises creative solutions to meet client coverage needs.

Essential Functions

New business quoting, proposal, sales, and development

Account rounding and retention of existing clients

Uses experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs

Collects and analyzes client information

Regularly interacts with clients in a professional and timely manner through daily service such as endorsement requests and general coverage questions

Participates in marketing and sales meetings

Manages and retains existing book of business

Reviews and processes old and new renewals, new policies, and policy changes

Handles questions, researches, and resolves problems

Adheres to agency customer service standards

Regularly exercises discretion and independent judgment on accounts including interviewing clients

Collects and analyzes information regarding the client to assist in product determinations

Affects, interprets, and implements company policies regarding specific factual circumstances of each client

Reviews processed policies as needed

Performs other duties as 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 insurance experience preferred

Must possess a state‑required 4‑40, 2044 or 2‑20 insurance license, or be willing to obtain one

High school diploma or equivalent

Some college helpful

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 classification 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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