Foundation Risk Partners
Personal Lines Account Manager
Foundation Risk Partners, Vero Beach, Florida, United States, 32966
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
Acentria
team in Vero Beach, FL
Job Summary:
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.
Essential Functions:New business quoting, proposal, sales, and developmentAccount rounding and retention of existing clientsUses experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needsCollects and analyzes client informationRegularly interacts with clients in a professional and timely manner through daily service to clients such as endorsement requests and general coverage questionsParticipates in marketing and sales meetingsManages and retains existing book of businessReviews and processes old and new renewals, new policies, and policy changesHandles questions, researches, and resolves problemsAdheres to agency customer service standardsRegularly exercises discretion and independent judgment on accounts including but not limited to interviewing clientsCollects and analyzes information regarding the client and assisting in product determinationsAffecting, interpreting, and implementing various company policies regarding the specific factual circumstances of each clientReviews processed policies as neededPerforms other duties as are required to establish, service, and maintain accountsCompetencies & 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/interpersonal skillsEducation & Experience:
Minimum 3+ years insurance experience preferredMust possess state required 4-40, 2044 or 2-20 insurance licenseHigh School diploma or equivalentSome college helpful
Why settle for less, come work for the best!
As a Foundation Risk Partners Company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years! Our goal is to provide an environment that fosters both personal and professional growth - while creating a workplace that feels like home.
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!
, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a
Personal Lines Account Manager
to their
Acentria
team in Vero Beach, FL
Job Summary:
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.
Essential Functions:New business quoting, proposal, sales, and developmentAccount rounding and retention of existing clientsUses experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needsCollects and analyzes client informationRegularly interacts with clients in a professional and timely manner through daily service to clients such as endorsement requests and general coverage questionsParticipates in marketing and sales meetingsManages and retains existing book of businessReviews and processes old and new renewals, new policies, and policy changesHandles questions, researches, and resolves problemsAdheres to agency customer service standardsRegularly exercises discretion and independent judgment on accounts including but not limited to interviewing clientsCollects and analyzes information regarding the client and assisting in product determinationsAffecting, interpreting, and implementing various company policies regarding the specific factual circumstances of each clientReviews processed policies as neededPerforms other duties as are required to establish, service, and maintain accountsCompetencies & 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/interpersonal skillsEducation & Experience:
Minimum 3+ years insurance experience preferredMust possess state required 4-40, 2044 or 2-20 insurance licenseHigh School diploma or equivalentSome college helpful
Why settle for less, come work for the best!
As a Foundation Risk Partners Company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years! Our goal is to provide an environment that fosters both personal and professional growth - while creating a workplace that feels like home.
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!