Personal Lines Account Manager
About The Position
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 and Financial Services team in Valencia. On-site and Hybrid options available. (This is not a fully remote position) Job Summary: 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.
Requirements
- Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner
- Must be able to work independently with limited supervision
- Must be able to prioritize and effectively manage multiple tasks at once
- Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint
- Strong verbal and written communication and negotiation skills
- Ability to deal with problems involving clients and staff, as well as vendors
- Ability to demonstrate attention to detail with high degree of accuracy
- Ability to multitask and prioritize a variety of activities
- Ability to demonstrate a “client first” attitude
- Ability to work on a team effectively
- Must hold a current California Insurance Property & Casualty License and be in good standing
- Minimum 4 years of experience in Personal Lines Insurance
- High school diploma, college degree preferred
Nice To Haves
- Advanced knowledge in Agency Management Systems (esp. AMS360) is a Plus
Responsibilities
- 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
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!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
