Personal Lines Account Manager

Foundation Risk Partners•Sarasota, FL

31d

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 Executive to their Acentria team in Sarasota, FL. Job Summary: The Personal Lines Account Executive is responsible for marketing new accounts to insurers, processing renewals and endorsements, handle client claims and other typical personal lines account servicing.

Requirements

Minimum of 2+ years previous experience in a personal lines account executive or account manager position
20-44 or 2-20 License
Ability to build a rapport with clients and prospects
Positive and professional demeanor
Excellent written and verbal communication skills

Nice To Haves

Prior experience with Applied EPIC and QuoteRUSH a plus

Responsibilities

Reviewing clients and prospects' existing coverage's; identifying gaps/weaknesses in coverage and offering solutions
Cross-selling and account rounding whenever possible along with asking for referrals
Working in a team environment with the goal of growing our business profitably
Become proficient in our Agency Management System and other personal lines related systems
Utilizing technology and systems to educate, communicate and engage clients year-round
Familiarize yourself with our other business units and products/services offered by the agency for cross-sell opportunities
Meet with carrier reps and maintain a working knowledge of their target markets and product offerings
Ensuring new business quotes/submissions, renewals and endorsements are complete and processed in a timely manner
Engage with underwriters, as needed, on new business and/or renewal issues
Document and update customer records based on interactions