About this Personal Lines Account Manager role at Foundation Risk Partners
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!
