Personal Lines Account Manager

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. Job Summary The Personal Lines Account Manager is responsible for daily servicing of clients including new and renewal business processing and maintaining exceptional customer relations. The manager regularly interacts with new and existing clients, devises creative solutions to meet their coverage needs, and works to ensure consistent satisfaction. Essential Functions 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 assists 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 required to establish, service, and maintain accounts Competencies & Qualifications Excellent client service skills to assist in retaining, developing, and growing a client base. High competence with computers, programs, and software throughout the entire client life cycle. Highly professional and self‑motivated. Excellent communication and interpersonal skills. Education & Experience Minimum 3+ years insurance experience preferred. Must possess a state required 4-40, 2044, or 2-20 insurance license. High school diploma or equivalent. Some college helpful. 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) Foundation Risk Partners 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 Foundation Risk Partners offers a comprehensive range of health-related benefit options including medical, vision, and dental. Benefits also include 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 and 2 floating holidays. #J-18808-Ljbffr