2 personal lines account executive jobs found in Santa Clarita, CA

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...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their LBW team in Valencia, CA.  This role can be on-site or hybrid only. This role is not available for fully remote.  Job Summary: The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting (the Team) with the retention/growth efforts associated with multiple assigned client accounts (Book of Business).  Key Responsibilities:   Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate).  With guidance and supervision, work on client related deliverables of increasing complexity.  Beyond foundational...