02/06/2025
Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Executive to their Owens Group Insurance team in Englewood Cliffs, NJ!
Essential Functions:
Meets agency’s objectives for client service, account development and placement of Aligns with Sales Plan goals. Services all clients as VIP status.
Handles all phone calls, outside client visits and walk-in activity by clients and Phone calls are returned the same day or referred to supervisor or manager for handling.
Working with clients to perform re-markets, answer questions regarding coverages and ensuring the coverages meets the needs of the client, cross sell to other departments.
New Accounts:
Works with colleague on transition of new business by reviewing EPIC notes to familiarize themselves with the new account. Sends intro email to the client. Work with colleague to clear up any open activities from the...
Foundation Risk Partners
Englewood Cliffs, NJ, USA