Personal Lines Account Manager

Overview

Foundation Risk Partners, a growing insurance brokerage and consulting firm, is adding a Personal Lines Account Manager to the Acentria Insurance team in Lakeland, FL. This position supports daily client servicing, including new and renewal processing, and maintains exceptional client relations. The Person al Lines Account Manager will interact with new and existing clients as needed and develop solutions to meet client coverage needs.

• New business quoting, proposals, sales, and development
• Account rounding and retention of existing clients
• Utilize experience, discretion, and independent judgment to conceptualize and implement client solutions
• Collect and analyze client information
• Interact with clients professionally and promptly for endorsements and general coverage questions
• Participate in marketing and sales meetings
• Manage and retain the existing book of business
• Review and process renewals, new policies, and policy changes
• Address questions, research, and resolve problems
• Adhere to agency customer service standards
• Exercise discretion and independent judgment on accounts, including interviewing clients
• Collect and analyze client information to assist in product determinations
• Interpret and implement company policies based on client circumstances
• Review processed policies as needed
• Performs other duties to establish, service, and maintain accounts

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

Foundation Risk Partners offers a comprehensive range of benefits including medical, vision, and dental insurance; 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.

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:
This job description reflects the current requirements but management reserves the right to modify duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal 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.