Personal Lines Account Manager

The Personal Lines Account Manager is responsible for daily servicing of client including new and renewal business processing and maintenance of exceptional customer relations with the client. The Personal Lines Account Manager regularly interacts with the new and existing clients as needed and is responsible for devising creative solutions to meet client needs as to coverage.

Responsibilities

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 to meet client needs

Collect and analyze client information

Regularly interact with clients in a professional and timely manner through daily service to clients such as endorsement requests and general 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

Exercising discretion and independent judgment on accounts including interviewing clients

Assist in product determinations

Interpret and implement company policies within the specific factual circumstances of each client

Review processed policies as needed

Perform other duties 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 through the entire client life cycle

Highly professional and self‑motivated

Excellent communication and interpersonal skills

Education & Experience

Minimum 3+ years insurance experience preferred

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

High School diploma or equivalent

Some college helpful

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.

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 and 2 floating holidays.

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