Personal Lines Account Manager Lakeland, Florida,

Overview

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Manager to the Acentria team in Lakeland, FL. The position is for a bilingual (English/Spanish) candidate responsible for daily servicing of clients, including new and renewal business processing and maintenance of exceptional customer relations with the client. The Person al Lines Account Manager will regularly interact with new and existing clients and devise creative solutions to meet client needs as to coverage.

• New business quoting, proposal, sales, and development
• Account rounding and retention of existing clients
• Use experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs
• Collect and analyze client information
• Interact with clients in a professional and timely manner through daily service such as endorsement requests and general coverage questions
• Participate in marketing and sales meetings
• Manage and retain existing book of business
• Review and process old and new renewals, new policies, and changes to policies
• Handle questions, research, and resolve problems
• Adhere to agency customer service standards
• Exercise discretion and independent judgment on accounts, including interviewing clients
• Collect and analyze information regarding the client to assist in product determinations
• Interpret and implement company policies regarding the specific factual circumstances of each client
• Review processed policies as needed
• Perform other duties as required to establish, service, and maintain accounts

• Excellent client service skills to assist in retaining, developing, and growing a client base
• High competence with computers, programs, and software across the client life cycle
• Highly professional and self-motivated
• Excellent communication/interpersonal skills

• 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

Why settle for less, come work for the best!

As a Foundation Risk Partners Company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years. Our goal is to provide an environment that fosters both personal and professional growth – while creating a workplace that feels like home.

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): FRP 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.

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer 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.

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