Foundation Risk Partners · 13 hours ago
Personal Lines Account Executive
Lakeland, FL
Full-time
Onsite
Entry, Mid Level
2+ years expFoundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking a Personal Lines Account Executive to join their Acentria team. The role involves marketing new accounts, processing renewals and endorsements, handling client claims, and providing account servicing for personal lines.
InsuranceRisk Management
Responsibilities
Reviewing clients and prospects' existing coverage's; identifying gaps/weaknesses in coverage and offering solutions
Cross-selling and account rounding whenever possible along with asking for referrals
Working in a team environment with the goal of growing our business profitably
Become proficient in our Agency Management System and other personal lines related systems
Utilizing technology and systems to educate, communicate and engage clients year-round
Familiarize yourself with our other business units and products/services offered by the agency for cross-sell opportunities
Meet with carrier reps and maintain a working knowledge of their target markets and product offerings
Ensuring new business quotes/submissions, renewals and endorsements are complete and processed in a timely manner
Engage with underwriters, as needed, on new business and/or renewal issues
Document and update customer records based on interactions
Qualification
Required
Minimum of 2+ years previous experience in a personal lines account executive or account manager position
20-44 or 2-20 License
Ability to build a rapport with clients and prospects
Positive and professional demeanor
Excellent written and verbal communication skills
Preferred
Prior experience with Applied EPIC and QuoteRUSH a plus
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
Foundation Risk Partners
Foundation Risk Partners is born of decades of insurance expertise and leadership.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2MKey Investors
Barings
2022-08-09Acquired
2020-09-01Debt Financing· $2M
Leadership Team
Charlie Lydecker
President & CEO
Thomas Tinsley
Chief Administrative Officer
Recent News
The Harvard Law School Forum on Corporate Governance
2025-06-29
Lane Report | Kentucky Business & Economic News
2025-06-22
Morningstar.com
2025-05-05
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