Acentria Insurance · 3 hours ago
Personal Lines Account Manager
Panama City, FL
Full-time
Onsite
Mid Level
3+ years expAcentria Insurance, part of Foundation Risk Partners, is seeking a Personal Lines Account Manager to join their team in Panama City, FL. The role involves daily servicing of clients, including processing new and renewal business, and maintaining exceptional customer relations while devising creative solutions to meet client coverage needs.
Auto InsuranceCommercial InsuranceEmployee BenefitsHealth InsuranceInsuranceLife InsuranceProperty Insurance
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 to clients such as 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
Regularly exercises discretion and independent judgment on accounts including but not limited to interviewing clients
Collects and analyzes information regarding the client and assisting in product determinations
Affecting, interpreting, and implementing various company policies regarding the specific factual circumstances of each client
Reviews processed policies as needed
Performs other duties as are required to establish, service, and maintain accounts
Qualification
Required
Excellent client service skills to assist in retaining, developing, and growing a client base
High competence with computers, programs, and software through the entire client life cycle
Highly professional and self-motivated
Excellent Communication/interpersonal skills
Must possess state required 4-40, 2044 or 2-20 insurance license
High School diploma or equivalent
Preferred
Minimum 3+ years insurance experience preferred
Some college helpful
Benefits
Medical
Vision
Dental
401(k) with company match
Company paid life insurance
STD
LTD
Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
Company
Acentria Insurance
Acentria Insurance is an insurance company specializing in property and casualty insurance services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Kevin Mason
Chief Executive Officer & Co-Founder
Recent News
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