Personal Lines Account Manager

United States·Valenciamid

SalesAccount Manager

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Quick Summary

Key Responsibilities

Update and change information in AMS360 (our agency management system) from carrier downloads Provide outstanding service,

Requirements Summary

Must hold a current California Insurance Property & Casualty License and be in good standing Ability to communicate effectively,

Technical Tools

SalesAccount Manager

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 LBW Insurance team in Valencia, CA.

Personal Lines Account Managers work in conjunction with an Account Executive to maintain and grow a book of personal accounts. They provide excellent client service at all times in accordance with LBW philosophy. They’re responsible for managing, evaluating, placing, and servicing both new and renewal accounts. And they must possess the knowledge and ability to act independently in all phases of the personal account management process.

Responsibilities

~1 min read

→Update and change information in AMS360 (our agency management system) from carrier downloads
→Provide outstanding service, including client visits when necessary
→Consistently provide the customer with prompt, knowledgeable and timely response to calls or inquiries
→Document all calls, activities, and transactions in AMS360
→Identify, obtain, and analyze all information necessary to evaluate risk exposures and determine the appropriate coverages
→Bind coverage; order binders/policies
→Invoice agency bill/direct items and follow up for collection as needed
→Check/Process policies and endorsements
→Process incoming emails and mail
→Issue cancellation letters (for non-pay client bill policies) to the insured
→Upload/Scan HO’s renewal dec’s – update policy info into AMS360
→Quote new and renewing policies on carrier websites and/or PL Rater
→Issue renewal letters for all direct bill auto and direct bill homeowner policies
→Upload/Scan California Fair Plan renewal offers and issue renewal letters
→Check payment status for non-payment cancellations with insurance companies
→Issue identification cards for clients
→Assist in training new personnel
→Other miscellaneous duties as assigned

Requirements

~2 min read

Must hold a current California Insurance Property & Casualty License and be in good standing
Ability to communicate effectively, both verbally and written
Detail oriented and accurate
Proficient in MS Word/Excel/Outlook
Advanced knowledge in Agency Management Systems (esp. AMS360) is a Plus
Minimum 4 years of experience in Personal Lines Insurance
Dependable, well organized and ability to multi-task
Demonstrate sound judgment, outstanding decision making, problem solving, and analytical skills
Able to work in a fast-paced production environment
Team Oriented
Reliable attendance

This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.

Pay Transparency Range

$60,000—$80,000 USD

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!