Personal Lines Account Manager

<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 Manager</em> to their </strong><a href="https://www.herbiewiles.com/contact.aspx"><strong>Herbie Wiles Insurance</strong></a><strong> team.</strong></p> <p><strong>Job Summary:</strong></p> <p>The Personal Lines Account Manager is responsible for daily servicing of client including new and renewal business processing and maintenance of exceptional customer relations with the client.&nbsp;&nbsp;The Personal Lines Account Manager regularly interacts with the new and existing clients as needed and is responsible for devising creative solutions to meet client needs as to coverage.</p> <p><strong>Essential Functions:</strong></p> <ul> <li>New business quoting, proposal, sales, and development</li> <li>Account rounding and retention of existing clients</li> <li>Uses experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs</li> <li>Collects and analyzes client information</li> <li>Regularly interacts with clients in a professional and timely manner through daily service to clients such as endorsement requests and general coverage questions</li> <li>Participates in marketing and sales meetings</li> <li>Manages and retains existing book of business</li> <li>Reviews and processes old and new renewals, new policies, and policy changes</li> <li>Handles questions, researches, and resolves problems</li> <li>&nbsp;Adheres to agency customer service standards</li> <li>Regularly exercises discretion and independent judgment on accounts including but not limited to interviewing clients</li> <li>Collects and analyzes information regarding the client and assisting in product determinations</li> <li>Affecting, interpreting, and implementing various company policies regarding the specific factual circumstances of each client</li> <li>Reviews processed policies as needed</li> <li>Performs other duties as are required to establish, service, and maintain accounts</li> </ul> <p>&nbsp;</p> <p><strong>Competencies &amp; Qualifications:&nbsp;</strong></p> <ul> <li>Excellent client service skills to assist in retaining, developing, and growing a client base.</li> <li>High competence with computers, programs, and software through the entire client life cycle.</li> <li>Highly professional and self-motivated.</li> <li>Excellent Communication/interpers