Personal Lines Account Manager

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 LBW Insurance team in Valencia, CA. 

*On-site and Hybrid options available. (This is not a fully remote position)

Primary Functions:

Personal Lines Account Managers work in conjunction with an Account Executive to maintain and grow a book of personal accounts. They provide excellent client service at all times in accordance with LBW philosophy. They’re responsible for managing, evaluating, placing, and servicing both new and renewal accounts. And they must possess the knowledge and ability to act independently in all phases of the personal account management process.

Essential Duties & Responsibilities:

• Update and change information in AMS360 (our agency management system) from carrier downloads
• Provide outstanding service, including client visits when necessary
• Consistently provide the customer with prompt, knowledgeable and timely response to calls or inquiries
• Document all calls, activities, and transactions in AMS360
• Identify, obtain, and analyze all information necessary to evaluate risk exposures and determine the appropriate coverages
• Bind coverage; order binders/policies
• Invoice agency bill/direct items and follow up for collection as needed
• Check/Process policies and endorsements
• Process incoming emails and mail
• Issue cancellation letters (for non-pay client bill policies) to the insured
• Upload/Scan HO’s renewal dec’s – update policy info into AMS360
• Quote new and renewing policies on carrier websites and/or PL Rater
• Issue renewal letters for all direct bill auto and direct bill homeowner policies
• Upload/Scan California Fair Plan renewal offers and issue renewal letters
• Check payment status for non-payment cancellations with insurance companies
• Issue identification cards for clients
• Assist in training new personnel
• Other miscellaneous duties as assigned

Qualifications:

• Must hold a current California Insurance Property & Casualty License and be in good standing
• Ability to communicate effectively, both verbally and written
• Detail oriented and accurate
• Proficient in MS Word/Excel/Outlook
• Advanced knowledge in Agency Management Systems (esp. AMS360) is a Plus
• Minimum 4 years of experience in Personal Lines Insurance
• Dependable, well organized and ability to multi-task
• Demonstrate sound judgment, outstanding decision making, problem solving, and analytical skills
• Able to work in a fast-paced production environment
• Team Oriented
• Reliable attendance