Personal Lines Account Executive at Foundation Risk Partners - ScoutJobs - The AI-curated global job board
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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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Personal Lines Account Executive

Foundation Risk Partners · Lakeland

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