Personal Lines Account Manager
Description
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Manager to their team in Woodland Hills, CA.
Position Summary
The Personal Lines Account Manager plays a key role in delivering exceptional service to our clients while supporting the growth and retention of our personal lines book of business. This individual will work closely with clients, producers, and carrier partners to provide insurance solutions, manage renewals, and maintain strong client relationships.
Key Responsibilities
- Deliver outstanding customer service through phone, email, and other client communications.
- Manage and retain an existing book of personal lines business while identifying opportunities for cross-selling and account rounding.
- Guide clients through the renewal process, ensuring accurate coverage reviews and policy updates.
- Review policies, endorsements, and related documents for accuracy and completeness.
- Build trusted relationships with clients by providing proactive communication and solutions-oriented service.
- Evaluate coverage options, compare quotes, negotiate pricing and terms when appropriate, and recommend suitable insurance solutions.
- Collaborate with producers, carriers, and internal team members to meet client needs.
- Stay current on industry trends, carrier appetite, and product offerings through continuing education and training.
Qualifications
- Strong customer service and relationship-building skills.
- Ability to thrive in a fast-paced, evolving insurance environment.
- Excellent organizational, multitasking, and problem-solving abilities.
- Strong verbal and written communication skills.
- Team-oriented mindset with a desire to learn, grow, and contribute to agency success.
- Experience working with California insurance carriers and products.
Education & Experience
- 2+ years of Personal Lines insurance experience preferred.
- Active California Property & Casualty License required.
- Experience servicing and managing personal lines accounts.
- Proficiency with Microsoft Office applications.
- Experience with Applied EPIC preferred.
- Familiarity with Mercury Insurance products and systems required.
Ideal Candidate
We're looking for someone who is passionate about delivering exceptional client service, has a strong insurance foundation, and is eager to continue growing their knowledge and career within the insurance industry. The ideal candidate is proactive, detail-oriented, and enjoys building lasting relationships with clients and carrier partners.
Join a growing organization that values collaboration, professional development, and exceptional client service.
This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.
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!
As published by greenhouse · 12 questions · 1 written answer
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (4)
- 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
- What is you expected salary range
- 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.
Pick from a list (7)
- Are you at least 18 years of age?
- If hired, can you provide proof of your legal right to work in the United States?
- Will you now or in the future require sponsorship for employment?
- Are you subject to a Non-Solicitation Agreement from your current or previous employer?
- 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.)
- Please select all insurance licensures you currently maintain optional
- Do you consent to receiving follow-up communication via text message (or SMS message) regarding your application status?
Written answers (1)
- If you have ever been employed by Foundation Risk Partners or an affiliated agency, please indicate what location(s) & the dates of your employment. optional