Personal Lines Account Manager

The role

The Personal Lines Account Manager delivers service to clients and supports the growth and retention of the personal lines book of business. This individual works with clients, producers, and carrier partners to provide insurance solutions and manage renewals.

What you will do

• Deliver customer service through phone, email, and other client communications.
• Manage and retain an existing book of personal lines business.
• Identify opportunities for cross-selling and account rounding.
• Guide clients through the renewal process.
• Review policies, endorsements, and related documents for accuracy and completeness.
• Build relationships with clients through proactive communication.
• Evaluate coverage options, compare quotes, and negotiate pricing and terms.
• Collaborate with producers, carriers, and internal team members.
• Stay current on industry trends, carrier appetite, and product offerings.

Required 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.
• Experience working with California insurance carriers and products.
• Active California Property & Casualty License required.
• Experience servicing and managing personal lines accounts.
• Proficiency with Microsoft Office applications.
• Familiarity with Mercury Insurance products and systems required.

Nice to have

• 2+ years of Personal Lines insurance experience preferred.
• Experience with Applied EPIC preferred.

Benefits

• Medical
• Vision
• Dental
• 401(k) with company match
• Company paid life insurance
• STD
• LTD
• PTO starting at 18 days per year
• 10 paid holidays
• 2 floating holidays

About the company

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US.