Personal Lines Account Manager

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 their Acentria Insurance team in Lakeland, FL.

A bilingual (English/Spanish) Personal Lines Account Manager who will be responsible for daily servicing of clients, including new and renewal business processing and maintenance of exceptional customer relations with the client. The Account Manager regularly interacts with new and existing clients as needed and devises creative solutions to meet client needs regarding 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
• Collects and analyzes client information
• Interact with clients in a professional and timely manner through daily service (endorsement requests, general coverage questions)
• Participate in marketing and sales meetings
• Manage and retain an existing book of business
• Review and process old and new renewals, new policies, and policy changes
• 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 various company policies based on factual client circumstances
• Review processed policies as needed
• Performs other duties as required to establish, service, and maintain accounts

• Excellent client service skills to retain, develop, and grow a client base
• High competence with computers and software throughout the client life cycle
• Highly professional and self-motivated
• Excellent communication and interpersonal skills

• Minimum 3+ years of 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.

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, short-term and long-term disability, and a generous PTO policy starting at 18 days per year plus 10 paid holidays and 2 floating holidays.