Personal Lines Account Executive

Foundation Risk Partners is seeking a dedicated Personal Lines Account Executive to join their growing team. As one of the fastest-growing insurance brokerage and consulting firms in the US, Foundation Risk Partners offers a dynamic environment for professionals.

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Position Overview

The Personal Lines Account Executive will collaborate with the team to consistently deliver high-quality customer service, ensuring service standards, execution, delivery, and retention are achieved. This role involves providing efficient, professional, and courteous service to clients via phone, written communication, and in-person interactions. The position is responsible and accountable for risk management by openly exchanging ideas and opinions, elevating concerns, and personally adhering to policies and procedures. The ideal candidate will consistently act in the best interest of customers and colleagues, driving a positive customer experience.

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Responsibilities

• Provides daily administrative support to designated Producers and Account Executives, as well as existing clients.
• Gathers and prepares renewal information, including loss runs, driver lists, and experience mod worksheets for Producers and Account Executives.
• Processes endorsement requests, certificates of insurance, evidence of insurance, and cancellation processing.
• Provides support duties as assigned by the Account Executive, Producer, or Manager of Service.
• Assists clients with reporting claims, maintains contact during the settlement process, and updates applicable production staff on claim status.
• Manages and follows up on operations duties related to new/existing accounts, risk management, marketing support, and order entry.
• Ensures timely and accurate execution of all assigned transactions and maintains documentation to established standards.
• Engages in occasional client contact to inform them about insurance matters.
• Educates and coaches business partners on insurance products, compliance, and operational duties.
• Invoices applicable accounts and processes premiums as required.
• Maintains current files and prepares policy renewal questionnaires, recommending coverage enhancements to the Account Executive.
• Works expiration lists prior to renewal for customer contact and improved retention.
• Performs agency system client updates and data entry according to department procedures.

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Competencies & Qualifications

• Ability to analyze complex insurance situations, needs, and options, and communicate them clearly and concisely, both verbally and in writing.
• Must be able to work independently with limited supervision.
• Must be able to prioritize and effectively manage multiple tasks simultaneously.
• Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint.
• Strong verbal and written communication and negotiation skills.
• Ability to handle problems involving clients, staff, and vendors.
• Demonstrated attention to detail with a high degree of accuracy.
• Ability to multitask and prioritize a variety of activities.
• Ability to demonstrate a "client first" attitude.
• Ability to work effectively as part of a team.

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Education & Experience

• Minimum of 5 years of related experience in the insurance industry.
• Knowledge of Applied Epic is highly preferred.
• High school diploma required; college degree preferred.
• Must possess a Property & Casualty License.

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Salary & Compensation

• Pay Transparency Range: $60,000 - $90,000 USD
• This range represents the estimated low and high end for this position. Actual salaries may vary based on factors such as performance, location, and experience.
• The listed salary range is one component of Foundation Risk Partners' total compensation package.

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Employment Details

• Employment Type: [Not Specified]
• Location Type: [Not Specified]

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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 as necessary.