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Foundation Risk Partners · 6 days ago

Personal Lines Account Manager

United States

Full-time

Remote

Senior Level

5+ years exp

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking a Personal Lines Account Manager to support their Insurance Office of Central Ohio team. The role involves managing daily service responsibilities, client renewals, and re-marketing within personal lines of P&C insurance.

InsuranceRisk Management

Responsibilities

Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, 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

Qualification

Personal lines experienceHNW client managementInsurance licenses (P&C)Applied Systems (EPIC)Microsoft Office SuiteAnalytical skillsCommunication skillsOrganizational skills

Required

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