FR
Personal Lines Account Executive
full-time•Lakeland
About this role
<p></p>
<p><a href="https://foundationrp.com/"><strong>Foundation Risk Partners</strong></a><strong>, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a<em> Personal Lines Account Executive </em>to their </strong><a href="https://acentria.com/"><strong><em>Acentria</em></strong></a><strong> team in <em>Lakeland, FL.</em></strong></p>
<p><strong>Job Summary:</strong></p>
<p>The Personal Lines Account Executive is responsible for marketing new accounts to insurers, processing renewals and endorsements, handle client claims and other typical personal lines account servicing.</p>
<p><strong>Essential Functions:</strong></p>
<ul>
<li>Reviewing clients and prospects' existing coverage's; identifying gaps/weaknesses in coverage and offering solutions</li>
<li>Cross-selling and account rounding whenever possible along with asking for referrals</li>
<li>Working in a team environment with the goal of growing our business profitably</li>
<li>Become proficient in our Agency Management System and other personal lines related systems</li>
<li>Utilizing technology and systems to educate, communicate and engage clients year-round</li>
<li>Familiarize yourself with our other business units and products/services offered by the agency for cross-sell opportunities</li>
<li>Meet with carrier reps and maintain a working knowledge of their target markets and product offerings</li>
<li>Ensuring new business quotes/submissions, renewals and endorsements are complete and processed in a timely manner</li>
<li>Engage with underwriters, as needed, on new business and/or renewal issues</li>
<li>Document and update customer records based on interactions</li>
</ul>
<p><strong>Competencies & Qualifications: </strong></p>
<ul>
<li>Ability to build a rapport with clients and prospects</li>
<li>Positive and professional demeanor</li>
<li>Excellent written and verbal communication skills</li>
</ul>
<p><strong>Education & Experience:</strong></p>
<ul>
<li>Minimum of 2+ years previous experience in a personal lines account executive or account manager position</li>
<li>20-44 or 2-20 License</li>
<li>Prior experience with Applied EPIC and QuoteRUSH a plus</li>
</ul>
<p></p><div class="content-conclusion"><p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Disclaimer:</span></p>
<p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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.</span></p>
<p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Equal Employment Opportunity (EEO):</span></p>
<p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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.</span></p>
<p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Benefits: </span></p>
<p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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!</span></p>
<p> </p></div>
What you'll do
- The Personal Lines Account Executive is responsible for marketing new accounts, processing renewals and endorsements, and handling client claims. They will also review existing coverage, identify gaps, and provide solutions to clients.
About Foundation Risk Partners
Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the United States. Through acquisition and organic growth, we continue to expand throughout all regions with a specific growth strategy that ensures a complementary mix of industry expertise, coverage, specialized services, location, values and cultural fit. The team at Foundation Risk Partners is driven to seek new levels of success for our partners, while providing superior results for our clients.
Ready to join Foundation Risk Partners?
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Frequently Asked Questions
What does a Personal Lines Account Executive do at Foundation Risk Partners?
As a Personal Lines Account Executive at Foundation Risk Partners, you will: the Personal Lines Account Executive is responsible for marketing new accounts, processing renewals and endorsements, and handling client claims. They will also review existing coverage, identify gaps, and provide solutions to clients..
Is the Personal Lines Account Executive position at Foundation Risk Partners remote?
The Personal Lines Account Executive position at Foundation Risk Partners is based in Lakeland, Florida, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Personal Lines Account Executive position at Foundation Risk Partners?
You can apply for the Personal Lines Account Executive position at Foundation Risk Partnersdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.