Personal Lines Account Manager
Foundation Risk Partners · Tallahassee, FL · Yesterday
On-siteEngineeringFull-time
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
- Collections and analysis of 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
- Affords, interprets, and implements various company policies regarding the specific factual circumstances of each client
- Reviews processed policies as needed
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
Benefits
- Comprehensive range of health-related benefit options including medical, vision, and dental
- 401(k) with company match
- Company paid life insurance
- STD, LTD
- Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays