Personal Lines Account Manager

Acentria Insurance • Tallahassee, FL

5h • Onsite

About The Position

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 Herbie Wiles Insurance team. The Personal Lines Account Manager is responsible for daily servicing of clients, including new and renewal business processing and maintenance of exceptional customer relations. This role regularly interacts with new and existing clients to devise creative solutions to meet their coverage needs.

Requirements

• 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 skills
• Must possess state required 4-40, 2044 or 2-20 insurance license
• High School diploma or equivalent

Nice To Haves

• Minimum 3+ years insurance experience preferred
• Some college helpful

Responsibilities

• 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 to clients 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 but not limited to interviewing clients
• Collects and analyzes information regarding the client and assisting in product determinations
• Affecting, interpreting, and implementing various company policies regarding the specific factual circumstances of each client
• Reviews processed policies as needed
• Performs other duties as are required to establish, service, and maintain accounts

Benefits

• medical
• vision
• dental
• 401(k) with company match
• company paid life insurance
• STD
• LTD
• generous PTO policy starting at 18 days per year
• 10 paid holidays
• 2 floating holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED