Personal Lines Account Manager

Personal Lines Account Manager
The Personal Lines Account Manager is responsible for daily servicing of clients, including new and renewal business processing and maintaining exceptional customer relations. The role regularly interacts with clients and devises creative solutions to meet their 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 that meet client needs

Collect and analyze client information

Interact with clients in a professional and timely manner through daily service such as endorsement requests and 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 client interviews

Assist in product determinations by collecting and analyzing client data

Interpret and implement company policies based on each client’s specific circumstances

Review processed policies as needed

Perform 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 of insurance experience preferred

Must possess state required 4-40, 2044 or 2-20 insurance license

High school diploma or equivalent

Some college education 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
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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