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Personal Lines Account Manager
$93k-127k (estimate)
Full Time 7 Months Ago
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Foundation Risk Partners is Hiring a Personal Lines Account Manager Near Tallahassee, FL

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Manager to their Acentria team in Tallahassee, FL

Job Summary:

The Personal Lines Account Manager is responsible for daily servicing of client including new and renewal business processing and maintenance of exceptional customer relations with the client. The Personal Lines Account Manager regularly interacts with the new and existing clients as needed and is responsible for devising creative solutions to meet client needs as to coverage.

Essential Functions:

  • New business quoting, proposal, sales, and development
  • Account rounding and retention of existing clients
  • Uses experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs
  •  Collects and analyzes client information
  • Regularly interacts with clients in a professional and timely manner through daily service to clients such as endorsement requests and general coverage questions
  • 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 including but not limited to interviewing clients
  • Collects and analyzes information regarding the client and assisting in product determinations
  • Affecting, interpreting, and implementing various company policies regarding the specific factual circumstances of each client
  • Reviews processed policies as needed
  • Performs other duties as are required to establish, service, and maintain accounts

Competencies & Qualifications: 

  • Excellent client service skills to assist in retaining, developing, and growing a client base.
  • High competence with computers, programs, and software through the entire client life cycle.
  • Highly professional and self-motivated.
  • Excellent Communication/interpersonal skills

Education & Experience:

  • 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

Why settle for less, come work for the best!

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. 

Job Summary

JOB TYPE

Full Time

SALARY

$93k-127k (estimate)

POST DATE

11/17/2023

EXPIRATION DATE

07/21/2024

WEBSITE

foundationrp.com

HEADQUARTERS

Daytona Beach, FL

SIZE

25 - 50

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The following is the career advancement route for Personal Lines Account Manager positions, which can be used as a reference in future career path planning. As a Personal Lines Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Lines Account Manager. You can explore the career advancement for a Personal Lines Account Manager below and select your interested title to get hiring information.

Acentria Insurance
Full Time
$82k-112k (estimate)
7 Months Ago
Insurance Office of America
Full Time
$37k-47k (estimate)
3 Days Ago

If you are interested in becoming a Personal Lines Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Lines Account Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Lines Account Manager job description and responsibilities

Manage the relationship with the client

01/10/2022: San Francisco, CA

Offered the product with good sense of benefits

03/20/2022: Sarasota, FL

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Lines Account Manager jobs

Personal Services refers to buildings used to sell services rather than physical goods.

01/28/2022: Brockton, MA

Personal lines account managers are responsible for reviewing insurance applications to ensure that all questions have been answered.

03/02/2022: Columbus, OH

Step 3: View the best colleges and universities for Personal Lines Account Manager.

Butler University
Carroll College
Cooper Union
High Point University
Princeton University
Providence College
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