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 Gaspar Insurance Services team in Woodland Hills, CA.

Job Summary:

The Personal Lines Account Manager is responsible for meeting the insurance needs of our clients while delivering exceptional service. This role focuses on maintaining and growing our personal lines book of business by providing prompt, accurate, and professional support to clients, producers, and carriers.

Essential Functions:

• Provide exceptional, timely customer service and support to clients through phone and email.
• Support clients in securing, maintaining, and growing their personal accounts, while identifying opportunities for cross-selling.
• Handle all aspects of the renewal process: gather necessary details, verify application accuracy, ensure coverage meets client needs, and address any issues with practical solutions.
• Check policies/endorsements for accuracy.
• Build strong, trusting relationships with clients through open communication, professionalism, and problem-solving.
• Assess quotes, negotiate conditions and pricing, and guide clients toward the most suitable coverage for their needs.
• Stay current in the industry by participating in continuing education and training.

Competencies & Qualifications: 

• Strong client service skills to retain and grow a loyal customer base.
• Ability to work in a fast-paced, evolving insurance environment.
• Excellent multitasking and problem-solving skills
• Team-oriented mindset with a desire to grow alongside the agency.
• Prompt and professional communication with clients.
• Experience with California carriers.

Education & Experience:

• 2+ years of Personal Lines experience in an agency setting preferred.
• California Property & Casualty license required.
• Proficiency in MS Office.
• Experience with Applied Systems EPIC preferred.
• Familiarity with Mercury Insurance is a plus.

Foundation Risk Partners is seeking a dynamic and experienced Sales Leader to lead and grow our Woodland Hills office. This strategic leadership role is responsible for the overall P&L, drive location sales performance, developing innovative sales strategies, and fostering strong relationships with clients, carriers, and internal stakeholders. They will play a critical role in achieving annual sales goals, expanding market presence, and supporting the company’s overall growth objectives.

Key Responsibilities

• Lead and manage the sales team, business unit planning, pipeline development, and performance management.
• Develop and execute strategic sales plans to drive new business, cross-sell opportunities, and upsell initiatives.
• Collaborate with Operations Leader to effectively manage all aspects of business unit operations.
• Partner with Account Management to craft compelling, cost-effective solutions tailored to client needs.
• Participate in client presentations and negotiations to enhance closing ratios and ensure successful outcomes.
• Work closely with executive leadership to set and monitor annual and monthly sales targets aligned with company goals.
• Provide regular performance updates, market insights, and strategic recommendations.
• Represent Foundation Risk Partners at industry events and networking functions to strengthen brand visibility and recruit top-tier sales talent.
• Maintain and grow relationships with carriers and vendors to support business development efforts.

Qualifications & Competencies

• Proven success in sales leadership, business development, and relationship management within the Insurance Brokerage space.
• Minimum of 7 years of relevant P&C and/or Employee Benefits sales experience, including at least 3 years in a sales leadership role.
• Bachelor’s degree required.
• Exceptional communication, analytical, and strategic thinking skills.
• Strong leadership and team development capabilities.
• Highly organized, detail-oriented, and results-driven.
• Proficiency in CRM systems and Microsoft Office Suite (Excel, Word, PowerPoint).