Strategic Accounts Director
Kalepa$160,000 - $190,000/year
Full Time
Junior (1 to 2 years)
Personal Lines Account Manager at Foundation Risk Partners
Vero Beach, Florida, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Bilingual (English/Spanish)
- Minimum 3+ years insurance experience preferred
- Must possess state required 4-40, 2044 or 2-20 insurance license
- High School diploma or equivalent
- Some college helpful
- Excellent client service skills
- High competence with computers, programs, and software
- Highly professional and self-motivated
- Excellent communication/interpersonal skills
Responsibilities
- New business quoting, proposal, sales, and development
- Account rounding and retention of existing clients
- Uses experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs
- Collects and analyzes client information
- Regularly interacts with clients in a professional and timely manner through daily service (e.g., endorsement requests and general coverage questions)
- Participates in marketing and sales meetings
- Manages and retains existing book of business
- Reviews and processes old and new renewals, new policies, and policy changes
- Handles questions, researches, and resolves problems
- Adheres to agency customer service standards
- Exercises discretion and independent judgment on accounts (e.g., interviewing clients)
- Assists in product determinations by collecting and analyzing client information
- Affects, interprets, and implements various company policies regarding specific client circumstances
- Reviews processed policies as needed
- Performs other duties as required to establish, service, and maintain accounts
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the location for this Personal Lines Account Manager position?
The position is based in Lakeland, FL with the Acentria team.
What qualifications and experience are required for this role?
Candidates need a minimum of 3+ years of insurance experience preferred, must possess a state required 4-40, 2044 or 2-20 insurance license, and a High School diploma or equivalent, with some college helpful.
What key skills are needed for the Personal Lines Account Manager?
Required skills include excellent client service skills, high competence with computers and software, highly professional and self-motivated demeanor, and excellent communication/interpersonal skills. Bilingual ability in English/Spanish is also required.
What is the company culture like at Acentria Insurance?
Acentria Insurance, part of Foundation Risk Partners, fosters personal and professional growth in a workplace that feels like home and has been named Best Agency to Work For and Insurance Industry Employer of Choice for four straight years.
What makes a strong candidate for this Personal Lines Account Manager role?
Strong candidates will have 3+ years of insurance experience, the required state insurance license, bilingual English/Spanish skills, and demonstrate excellent client service, communication, and independent judgment to service and retain clients.
Foundation Risk Partners
Insurance brokerage and consulting services
About Foundation Risk Partners
Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.
Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation
Risks
Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.
Differentiation
Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.
Upsides
AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.
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