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Foundation Risk Partners

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Personal Lines Account Executive

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Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Executive to their Acentria team in Lakeland, FL.

Job Summary:

The Personal Lines Account Executive is responsible for marketing new accounts to insurers, processing renewals and endorsements, handle client claims and other typical personal lines account servicing.

Essential Functions:

  • 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

Competencies & Qualifications:

  • Ability to build a rapport with clients and prospects
  • Positive and professional demeanor
  • Excellent written and verbal communication skills

Education & Experience:

  • Minimum of 2+ years previous experience in a personal lines account executive or account manager position
  • 20-44 or 2-20 License
  • Prior experience with Applied EPIC and QuoteRUSH a plus

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

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What this application asks

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First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location

  • Are you at least 18 years of age? choose one
  • If hired, can you provide proof of your legal right to work in the United States? choose one
  • Will you now or in the future require sponsorship for employment? choose one
  • Please describe your work authorization status if not authorized to work in the US or sponsorship required now or in the future. optional
  • If you were referred by a current employee, please provide their first and last name optional
  • If you have ever been employed by Foundation Risk Partners or an affiliated agency, please indicate what location(s) & the dates of your employment. written answer · optional
  • Are you subject to a Non-Solicitation Agreement from your current or previous employer? choose one
  • Are you subject to any Agreement from your current or previous employer that would restrict from being employed by Foundation Risk Partners? (e.g. Non-Compete, Non-Piracy, etc.) choose one
  • Please select all insurance licensures you currently maintain choose any · optional
  • What is you expected salary range
  • Do you consent to receiving follow-up communication via text message (or SMS message) regarding your application status? choose one
  • I understand this application is intended for use in evaluating my qualifications for employment. Neither this application, nor any subsequent employment resulting from it, create an employment contract. False or misleading statements on this application and during an interview, if granted, are grounds for terminating the application process or, if discovered after employment, terminating employment. By typing my full legal name below, I understand and agree with these terms.

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