Foundation Risk Partners
Personal Lines Account Manager
Woodland Hills, California, United States
Sponsorship not specified$65k-$80kDetected 49 days ago
Customer SupportEpicCommunicationProblem SolvingProperty & Casualty
About the role
- The Personal Lines Account Manager is responsible for meeting the insurance needs of our clients while delivering exceptional service.
- Handle all aspects of the renewal process: gather necessary details, verify application accuracy, ensure coverage meets client needs, and address any issues with practical solutions.
- Check policies/endorsements for accuracy.
Responsibilities
- Provide exceptional, timely customer service and support to clients through phone and email.
- Support clients in securing, maintaining, and growing their personal accounts, while identifying opportunities for cross-selling.
- Build strong, trusting relationships with clients through open communication, professionalism, and problem-solving.
- This role focuses on maintaining and growing our personal lines book of business by providing prompt, accurate, and professional support to clients, producers, and carriers.
Requirements
- Ability to work in a fast-paced, evolving insurance environment.
- Experience with California carriers.
- California Property & Casualty license required.
- Proficiency in MS Office.
- Team-oriented mindset with a desire to grow alongside the agency.
- Prompt and professional communication with clients.
Nice to have
- 2+ years of Personal Lines experience in an agency setting preferred.
- Experience with Applied Systems EPIC preferred.
- Familiarity with Mercury Insurance is a plus.
Skills
- Strong client service skills to retain and grow a loyal customer base.
- Excellent multitasking and problem-solving skills
Compensation
- $65,000 - $80,000 USD
- 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.
- 2+ years of Personal Lines experience in an agency setting preferred.
- California Property & Casualty license required.
- Proficiency in MS Office.
- Experience with Applied Systems EPIC preferred.
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!
- Assess quotes, negotiate conditions and pricing, and guide clients toward the most suitable coverage for their needs.
- Stay current in the industry by participating in continuing education and training.
Equal opportunity
- 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.
- Equal Employment Opportunity (EEO):
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This listing is sourced directly from Foundation Risk Partners's careers page and normalized into a canonical job model.