Personal Lines Account Executive

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 Lakeland, FL.

Job Summary:

The Person al 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.

Essential Functions:

* 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

Competencies &

Qualifications:

* Ability to build a rapport with clients and prospects

* Positive and professional demeanor

* Excellent written and verbal communication skills

Education & Experience:

* Minimum of 2+ years previous experience in a personal lines account executive or account manager position

* 20-44 or 2-20 License

* Prior experience with Applied EPIC and Quote

RUSH a plus