Personal Lines Account Manager

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 team in Valencia, CA .

*On-site and Hybrid options available. (This is not a fully remote position)

Primary Functions:

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. And they must possess the knowledge and ability to act independently in all phases of the personal account management process.

Essential Duties & 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

Qualifications:

Must hold a current California Insurance Property & Casualty License and be in good standing

Ability to communicate effectively, both verbally and written

Detail oriented and accurate

Proficient in MS Word/Excel/Outlook

Advanced knowledge in Agency Management Systems (esp. AMS360) is a Plus

Minimum 4 years of experience in Personal Lines Insurance

Dependable, well organized and ability to multi-task

Demonstrate sound judgment, outstanding decision making, problem solving, and analytical skills

Able to work in a fast-paced production environment

Team Oriented

Reliable attendance

This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.

Pay Transparency Range

$60,000 — $85,000 USD

Disclaimer:

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.

Equal Employment Opportunity (EEO):

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.

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!