Full-Time
Personal Lines Account Manager
Posted on 4/30/2024
Insurance brokerage and consulting services
Mid, Senior
Largo, FL, USA
- Minimum 3+ years insurance experience
- Must possess state required 4-40, 2044 or 2-20 insurance license
- High School diploma or equivalent
- Some college helpful
- New business quoting, proposal, sales, and development
- Account rounding and retention of existing clients
- Collects and analyzes client information
- Regularly interacts with clients in a professional and timely manner
- 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
- Collects and analyzes information regarding the client and assisting in product determinations
- Reviews processed policies as needed
- Performs other duties as are required to establish, service, and maintain accounts
Foundation Risk Partners is a leading insurance brokerage and consulting firm in the United States, known for its expansive array of insurance coverage options including employee benefits, commercial insurance, personal insurance, and risk management services. The company adopts a robust strategy of strategic acquisitions and organic growth, enhancing its expertise and service range across various regions, making it an ideal workplace for professionals seeking a dynamic and growth-oriented environment. Employees are likely to benefit from continuous learning opportunities and a culture that values deep industry engagement and client-focused innovation.
Company Stage
N/A
Total Funding
$2M
Headquarters
Ormond Beach, Florida
Founded
2017