Foundation Risk Partners
Personal Lines Account Manager
Foundation Risk Partners, Fort Lauderdale, Florida, us, 33336
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 Total Dollar Insurnace
team in Fort Lauderdale, FL.
Job Summary:
Collaborates with the team and under supervision of the Department Manager to consistently deliver high-quality customer service and ensures service standards including execution, delivery and retention are achieved. Provide efficient, professional, and courteous service to clients, by phone, in writing and in person.
The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience.
Essential Functions:
Provides daily administrative support to designated Producers and Account Executives and existing clients. Support includes but is not limited to gathering and preparing renewal information such as loss runs, drivers lists, experience mod worksheets for the Producer and Account ExecutiveProcess Endorsement requests, Certificates of Insurance, Evidence of insurance, Cancellation Processing as well as support duties as assigned by the Department ManagerAssists clients with the reporting of claims, maintain contact during the settlement process of the claim and updating applicable production staff as to the status of the claimsProcesses and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc.Ensures that all assigned transactions are executed in a timely and accurate manner, and that all documentation is maintained to standardsOccasional contact with clients to ensure that they are informed about insuranceEducates and coaches business partners on insurance products, compliance, and operational duties.Invoice all applicable accounts, and process premiums when required.Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements to the Account Executive and Department ManagerWork expiration lists prior to renewal for customer contact and improved retention.Perform agency system client updates and input into system according to department procedures.Competencies & Qualifications:
Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise mannerMust be able to work independently with limited supervisionMust be able to prioritize and effectively manage multiple tasks at onceIntermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPointStrong verbal and written communication and negotiation skillsAbility to deal with problems involving clients and staff, as well as vendorsAbility to demonstrate attention to detail with high degree of accuracyAbility to multitask and prioritize a variety of activitiesAbility to demonstrate a "client first" attitudeAbility to work on a team effectivelyEducation & Experience:
Minimum of 5 years related experience in the insurance industry4-40, 2044 or 2-20 insurnace licenseKnowledge of EpicOne highly preferredHigh school diploma, college degree preferred
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!
Personal Lines Account Manager
to their Total Dollar Insurnace
team in Fort Lauderdale, FL.
Job Summary:
Collaborates with the team and under supervision of the Department Manager to consistently deliver high-quality customer service and ensures service standards including execution, delivery and retention are achieved. Provide efficient, professional, and courteous service to clients, by phone, in writing and in person.
The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience.
Essential Functions:
Provides daily administrative support to designated Producers and Account Executives and existing clients. Support includes but is not limited to gathering and preparing renewal information such as loss runs, drivers lists, experience mod worksheets for the Producer and Account ExecutiveProcess Endorsement requests, Certificates of Insurance, Evidence of insurance, Cancellation Processing as well as support duties as assigned by the Department ManagerAssists clients with the reporting of claims, maintain contact during the settlement process of the claim and updating applicable production staff as to the status of the claimsProcesses and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc.Ensures that all assigned transactions are executed in a timely and accurate manner, and that all documentation is maintained to standardsOccasional contact with clients to ensure that they are informed about insuranceEducates and coaches business partners on insurance products, compliance, and operational duties.Invoice all applicable accounts, and process premiums when required.Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements to the Account Executive and Department ManagerWork expiration lists prior to renewal for customer contact and improved retention.Perform agency system client updates and input into system according to department procedures.Competencies & Qualifications:
Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise mannerMust be able to work independently with limited supervisionMust be able to prioritize and effectively manage multiple tasks at onceIntermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPointStrong verbal and written communication and negotiation skillsAbility to deal with problems involving clients and staff, as well as vendorsAbility to demonstrate attention to detail with high degree of accuracyAbility to multitask and prioritize a variety of activitiesAbility to demonstrate a "client first" attitudeAbility to work on a team effectivelyEducation & Experience:
Minimum of 5 years related experience in the insurance industry4-40, 2044 or 2-20 insurnace licenseKnowledge of EpicOne highly preferredHigh school diploma, college degree preferred
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!