Job account manager in Saint Charles, MO at Foundation Risk Partners

Job Details

Company Logo Logo
Company Foundation Risk Partners
Company Website Hiring Organization
Company Address Daytona Beach, FL
Industry Insurance Agencies & Brokerages
Sector Insurance
Salary 55000 - 45000 USD per ANNUAL
Job Location Saint Charles, MO

Job Description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Commercial Lines Insurance Account Manager to their Lutheran Trust team in St. Charles, MO.

Are you a highly motivated employee looking to make an impact?

Lutheran Trust currently has an excellent opportunity to add to our team. If you are a motivated and service-focused employee, this position could be for you!

  • Are you are seeking challenging yet meaningful work?
  • Would you like to see and feel the impact you are making in your company?
  • Do you thrive in a collaborative culture with open communication from the top down?
  • Does making a difference in communities and in people’s lives sound rewarding?

Responsibilities:

  • Service the renewal process and provide on-going maintenance of Church, School, Camp, and Business Owners policies written through various carriers represented by Lutheran Trust and Church Asset Management.
  • Solve customer problems and answer coverage questions, responding accurately and timely to customer queries.
  • Resolve billing issues and provide premium breakdowns as requested.
  • Process renewal letters, receive, review, and process renewal quotes and renewal policies relative to all aspects of policy servicing.
  • Perform insurance reviews on all accounts services to assess coverage options or needs for policyholders.
  • Continually engage in cross-selling and the marketing of additional coverages during the policy term.
  • Process renewal surveys or other underwriting requests to gather necessary information for continuation of coverage or file review.
  • Process issued endorsements and audits and draft correspondence to insureds as needed.
  • Request MVR’s, additional coverage and policy quotes, and loss histories.
  • Request endorsements to policies whether via a carrier’s online system or direct to the carrier.
  • Issue Binders, Certificates of Insurance, and provide coverage summaries as needed.

Required experience/credentials:

  • Possess strong PC knowledge and aptitude. Must be able to work fluently with Word and Adobe. Knowledge and ability to work with Excel.
  • Ability to compose written correspondence and factual reports, which are well organized and concise, utilizing proper English, grammar, punctuation, and spelling.
  • Must be friendly and have a desire to help others.
  • Ability to convey clear, concise information to others, using verbal or other appropriate communication techniques.
  • Ability to perform simple mathematical problems (addition, subtraction, multiplication, division, and compute percentages.)
  • Property/Casualty Agent License desirable.
  • Insurance designations a plus.

Preferred experience/credentials:

  • College degree or 2-year degree and industry experience preferred. (Will train)
  • Property/Casualty Agent License desirable.
  • Insurance designations a plus.

Rich Benefits Package:

  • 401K
  • Generous time off program including; personal, holiday , and volunteer paid time off
  • Flexible work schedules
  • Casual dress EVERYDAY!
  • Basic Life & AD&D
  • Short – term and long-term disability
  • 3 different medical plans options to meet individual needs, including dental and vision
  • Various employee events throughout the year
  • Company sponsored community volunteer opportunities

About Lutheran Trust:

Lutheran Trust is dedicated to providing clients with quality services and products. Our operations began in Missouri in 1989 and rapidly expanded throughout the entire continental United States. We started operations as a provider of coverage for churches and any organization with a religious affiliation including senior living communities, day care centers, schools and social service organizations. At the urging of extremely satisfied clients we further expanded our operations and now offer our service and products to For Profit organizations of all types including, but not limited to, retailers, wholesalers, general contractors, artisan contractors, restauranteurs, salons, attorneys, doctors, architects and engineers, etc.

Job Type: Permanent

Pay: $45,000.00 - $55,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Weekly day range:

  • Monday to Friday

Work setting:

  • Hybrid remote

Work Location: Hybrid remote in Saint Charles, MO 63303

Job Location

Saint Charles, MO

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