Foundation Risk Partners is seeking a Personal Lines Account Executive to market new accounts, process renewals and endorsements, and handle client claims. The ideal candidate will have 2+ years of experience in a personal lines account executive or account manager position, with a 20-44 or 2-20 License.
Requirements
- 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
- Become proficient in our Agency Management System and other personal lines related systems
- 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
- Engage with underwriters, as needed, on new business and/or renewal issues
- Document and update customer records based on interactions
Benefits
- Comprehensive range of health-related benefit options including medical, vision, and 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