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Posted a day ago
Personal Lines Account Executive
Foundation Risk PartnersPersonal Lines Account Executive
Perks & benefits
Medical InsuranceHealth Insurance
Requirements
2+ years personal lines experience, 20-44 or 2-20 License, Strong communication skills
Skills
InsuranceAccount ManagementApplied Epic
About the role
Responsibilities
- Market new accounts to insurers and process renewals and endorsements
- Review client coverage to identify gaps and offer solutions
- Cross-sell products and request referrals to grow business
- Utilize Agency Management Systems and technology to engage clients
- Maintain working knowledge of carrier target markets and product offerings
- Document and update customer records based on interactions
- Handle client claims and typical personal lines account servicing
Requirements
- Minimum of 2+ years experience in a personal lines account executive or account manager position
- 20-44 or 2-20 License
- Excellent written and verbal communication skills
- Ability to build rapport with clients and prospects
Preferred Qualifications
- Prior experience with Applied EPIC
- Prior experience with QuoteRUSH
Benefits
- Medical, vision, and dental insurance
- 401(k) with company match
- Company paid life insurance
- STD and LTD
- Generous PTO starting at 18 days per year
- 10 paid holidays and 2 floating holidays
About the Company
Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, operating through various specialized teams like Acentria.
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Foundation Risk Partners · Lakeland
