Personal Lines Account Manager

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Personal Lines Account Manager to support their Insurance Office of Central Ohio team.

Our Agency focus is on High Net Worth (HNW) personal lines Property & Casualty, and we are seeking a highly efficient professional to become a part of our team.

The Account Manager position involves handling all aspects daily service responsibilities as well as client renewals and re-marketing within all lines of P&C personal insurance. This person must be open to working 8:30-4:00PM or 9:00AM-5:00PM (EST) hours.

Essential Functions:

* Day to day service such as facilitating policy change requests, issuance of binders, certificates, , etc.

* Address client questions regarding premiums and billing statements.

* Provide claims counseling and assistance during the claim settlement process.

* Assist client with completion of applications, risk profile assessments and renewal questionnaires.

* Evaluate policy coverage terms and limits for adequacy relative to client needs and their risk profile.

* Re-market client policy renewals as needed given client need and/or current market conditions.

* Negotiate renewal terms with incumbent carrier and alternative markets to seek the broadest coverage available at the most competitive premiums.

* Prepare re-marketing results and provide a detailed renewal review to discuss with the client.

* Implement new/renewal program and provide client with detailed evidence of coverage.

* Cross-sell/upgrade existing coverage and/or present additional coverages as needed.

Competencies &

Qualifications:

* 5+ years personal lines experience with a background in HNW client/account management services.

* HNW experience with the following carriers:
Chubb, AIG Private Client Group, PURE, Cincinnati, Encompass, Westfield, as well as E&S Markets.

* HNW experience with the following required:
Coastal homes, CA earthquake and brush fire, extensive fine arts and jewelry schedules, exotic/collector cars, yacht/watercraft, builder's risk, etc.

* Proper insurance licenses (P&C)

* Experience with Applied Systems (EPIC), TAM, Microsoft Office suite (Excel, Word, Outlook, etc.) and general computer skills.

* Strong communication skills, work well both on your own and in a team environment, and good under deadlines.

* A self-starter, good analytical and organizational skills, ability to prioritize given simultaneous tasks in a fast-paced environment.