Full-Time

Personal Lines Account Manager

Posted on 5/7/2024

Foundation Risk Partners

Foundation Risk Partners

201-500 employees

Insurance brokerage and consulting services

Financial Services

Mid, Senior

Panama City, FL, USA

Required Skills
Sales
Marketing
Customer Service
Requirements
  • 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
Responsibilities
  • 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

Foundation Risk Partners

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Foundation Risk Partners is a rapidly growing insurance brokerage and consulting firm in the United States, offering a full spectrum of insurance coverage including employee benefits, commercial insurance, personal insurance, and risk management services. The company focuses on strategic acquisitions and organic growth to expand its expertise, coverage, and specialized services throughout all regions.

Company Stage

N/A

Total Funding

$2M

Headquarters

Ormond Beach, Florida

Founded

2017

Growth & Insights
Headcount

6 month growth

3%

1 year growth

17%

2 year growth

65%