Personal Lines Account Manager

Foundation Risk Partners • Woodland Hills, CA

3d

About The Position

Foundation Risk Partners is adding a Personal Lines Account Manager to its team in Woodland Hills, California. The role delivers client service while supporting the growth and retention of the personal lines book of business. The Account Manager works with clients, producers, and carrier partners to provide insurance solutions, manage renewals, and maintain client relationships.

The ideal candidate is proactive and detail-oriented, has a strong insurance foundation, and is interested in developing their knowledge and career in the insurance industry. The organization emphasizes collaboration, professional development, and exceptional client service.

Requirements

• Strong customer service and relationship-building skills.
• Ability to thrive in a fast-paced, evolving insurance environment.
• Strong organizational, multitasking, and problem-solving abilities.
• Strong verbal and written communication skills.
• Team-oriented mindset and desire to learn, grow, and contribute to agency success.
• Experience working with California insurance carriers and products.
• Active California Property & Casualty License.
• Experience servicing and managing personal lines accounts.
• Proficiency with Microsoft Office applications.
• Familiarity with Mercury Insurance products and systems.

Nice To Haves

• At least 2 years of Personal Lines insurance experience is preferred.
• Experience with Applied EPIC is preferred.

Responsibilities

• Deliver customer service through phone, email, and other client communications.
• Manage and retain an existing book of personal lines business and identify cross-selling and account-rounding opportunities.
• Guide clients through renewals, including coverage reviews and policy updates.
• Review policies, endorsements, and related documents for accuracy and completeness.
• Build client relationships through proactive communication and solutions-oriented service.
• Evaluate coverage options, compare quotes, negotiate pricing and terms when appropriate, and recommend suitable insurance solutions.
• Collaborate with producers, carriers, and internal team members to meet client needs.
• Keep current on industry trends, carrier appetite, and product offerings through continuing education and training.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k) with company match
• Company-paid life insurance
• Short-term disability insurance
• Long-term disability insurance
• Paid time off 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: No Education Listed