Personal Lines Account Manager
| Company | Foundation Risk Partners |
|---|---|
| Location | Seminole, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
Requirements
- Minimum 3+ years insurance experience preferred
- Must possess state required 4-40, 2044 or 2-20 insurance license
- High School diploma or equivalent
- 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
Preferred Qualifications
- Some college helpful