Job Description
Managing personal insurance accounts in Panama City, this role processes new and renewal policies while providing service that protects clients' assets through tailored coverage like home and vehicle insurance, solving needs for financial security during unexpected events. Clients gain trust through prompt responses to changes and claims, fostering long-term relationships in a brokerage setting.
Foundation Risk Partners, a rapidly expanding insurance brokerage, specializes in consulting for clients needing insurance solutions across personal and commercial lines, serving communities with expert advice on coverage options.
Account managers quote new business, retain existing clients through rounding, analyze client information to determine needs, interact daily with clients on endorsements and questions, participate in meetings, manage books, review policies and changes, research issues, adhere to service standards, exercise judgment in interviews, assist in product determinations, interpret policies, and perform additional duties. Work uses programs for client lifecycle management, involving regular calls and in-person interactions with clients and agents, with challenges in resolving complex claims or coverage disputes.
This full-time role offers 401(k) with match, company-paid life insurance, STD, LTD, and generous PTO starting at 18 days plus holidays, located remotely possible but in Florida area. Benefits include medical, dental, vision coverage, and employer-paid components for qualifying individuals.
Responsibilities
- Handle new business quoting, proposals, sales, and development
- Focus on account rounding and retention
- Apply discretion to create solutions for needs
- Collect and analyze client information
- Interact regularly with clients on service
- Participate in marketing and sales meetings
- Manage and retain book of business
- Review and process renewals, new policies, changes
- Handle questions, research, and resolve issues
- Adhere to agency standards
- Exercise judgment in interviewing clients
- Assist in product determinations
- Interpret and implement policies
Requirements
- Excellent client service skills
- High competence with computers and software
- Highly professional and self-motivated
- Excellent communication and interpersonal skills
- Minimum 3 years insurance experience preferred
- State-required insurance license (4-40, 2044, or 2-20)
- High school diploma or equivalent
- Some college education helpful