Personal Lines Account Manager

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Personal Lines Account Manager to support their Insurance Office of Central Ohio team.

Our Agency focus is on High Net Worth (HNW) personal lines Property & Casualty, and we are seeking a highly efficient professional to become a part of our team.

The Account Manager position involves handling all aspects daily service responsibilities as well as client renewals and re-marketing within all lines of P&C personal insurance. This person must be open to working 8:30-4:00PM or 9:00AM-5:00PM (EST) hours. 

Essential Functions:

• Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc.
• Address client questions regarding premiums and billing statements.
• Provide claims counseling and assistance during the claim settlement process.
• Assist client with completion of applications, risk profile assessments and renewal questionnaires.
• Evaluate policy coverage terms and limits for adequacy relative to client needs and their risk profile.
• Re-market client policy renewals as needed given client need and/or current market conditions.
• Negotiate renewal terms with incumbent carrier and alternative markets to seek the broadest coverage available at the most competitive premiums.
• Prepare re-marketing results and provide a detailed renewal review to discuss with the client.
• Implement new/renewal program and provide client with detailed evidence of coverage.
• Cross-sell/upgrade existing coverage and/or present additional coverages as needed.

Competencies & Qualifications:

• 5+ years personal lines experience with a background in HNW client/account management services.
• HNW experience with the following carriers: Chubb, AIG Private Client Group, PURE, Cincinnati, Encompass, Westfield, as well as E&S Markets.
• HNW experience with the following required: Coastal homes, CA earthquake and brush fire, extensive fine arts and jewelry schedules, exotic/collector cars, yacht/watercraft, builder’s risk, etc.
• Proper insurance licenses (P&C)
• Experience with Applied Systems (EPIC), TAM, Microsoft Office suite (Excel, Word, Outlook, etc.) and general computer skills.
• Strong communication skills, work well both on your own and in a team environment, and good under deadlines.
• A self-starter, good analytical and organizational skills, ability to prioritize given simultaneous tasks in a fast-paced environment.