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 and Financial Services team in Valencia.

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

Job Summary:

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.

Essential Functions:

* Update and change information in AMS
360 (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 AMS
360

* 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 AMS
360

* 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

Competencies &

Qualifications:

* Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner

* Must be able to work independently with limited supervision

* Must be able to prioritize and effectively manage multiple tasks at once

* Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and Power Point

* Strong verbal and written communication and negotiation skills

* Ability to deal with problems involving clients and staff, as well as vendors

* Ability to demonstrate attention to detail with high degree of accuracy

* Ability to multitask and prioritize a variety of activities

* Ability to demonstrate a "client first" attitude

* Ability to work on a team effectively

Education & Experience:

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

* Minimum 4 years of experience in Personal Lines Insurance

* Advanced knowledge in Agency Management Systems (esp. AMS
360) is a Plus

* High school diploma, college degree preferred