What are the responsibilities and job description for the Personal Lines Account Manager position at Foundation Risk Partners?
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Personal Lines Account Manager to their O'Kane & Tegay team in San Francisco, CA..
Position Summary:
The primary function of this position is to meet the overall insurance needs of our clients. The Personal Lines Account Manager must provide prompt, accurate, professional service to our clients, producers, and company personnel in order to maintain and grow our personal lines book of business. Assistance to the Personal Lines Manager on an as needed basis will be required.
Primary Responsibilities:
- Provide exceptional day-to-day routine consultation, service, and support to insureds via phone and email
- Provide a high level of support in obtaining, maintaining, expanding, and servicing personal accounts
- Renewals with the potential for remarketing
- Responsible for the entire renewal process for all accounts serviced, provide detailed direction for assembling pertinent information necessary to complete applications, review applications for appropriate coverage
- Check renewal list weekly for cancellations and provide information regarding cause
- Increase retention by speaking with insureds, highlighting the features and benefits of products
- Develop positive working relationships with clients and engage trust through open and communication while upholding a high level of professionalism
- Review underwriting memos from carriers for mid-term business
- Analyze and negotiate pricing, policy conditions, and terms; review all quotations with recommendations as to the best options for price, coverage, and risk alternatives
- Handle complaints and provide appropriate solutions or alternatives; expedite correction adjustment; follow up to ensure resolution
- Setup and coordinate EOI requests with the assistance of our outsourcing company
- Keep up to date and fully informed on all aspects of their accounts
- Act as a coverage expert for multiple lines & carriers
- Maintain up to date and accurate information and client correspondence within EPIC
- Document customer service actions and correspondence in File System
Skills & Abilities:
- 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, oral and written.
Education & Experience:
- Minimum 3 years of Personal Lines experience required
- Property and Casualty license required
- EPIC experience required
- Working knowledge of Outlook, Word, Excel and the internet required
