Personal Lines Account Manager

foundationriskpartners· Account Management
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📍 Valencia, California, United States💰 USD 60K–80K

About this role

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 the customer with prompt, knowledgeable and timely response to calls or inquiries
  • Document all calls, activities, and transactions in AMS360
  • Identify, obtain, and analyze all information necessary to evaluate risk exposures and determine the appropriate coverages
  • Bind coverage; order binders/policies
  • Invoice agency bill/direct items and follow up for collection as needed
  • Check/Process policies and endorsements
  • Process incoming emails and mail
  • Issue cancellation letters (for non-pay client bill policies) to the insured
  • Upload/Scan HO’s renewal dec’s – update policy info into AMS360
  • Quote new and renewing policies on carrier websites and/or PL Rater
  • Issue renewal letters for all direct bill auto and direct bill homeowner policies
  • Upload/Scan California Fair Plan renewal offers and issue renewal letters
  • Check payment status for non-payment cancellations with insurance companies
  • Issue identification cards for clients
  • Assist in training new personnel
  • Other miscellaneous duties as assigned

Qualifications:

  • Must hold a current California Insurance Property & Casualty License and be in good standing
  • Ability to communicate effectively, both verbally and written
  • Detail oriented and accurate
  • Proficient in MS Word/Excel/Outlook
  • Advanced knowledge in Agency Management Systems (esp. AMS360) is a Plus
  • Minimum 4 years of experience in Personal Lines Insurance
  • Dependable, well organized and ability to multi-task
  • Demonstrate sound judgment, outstanding decision making, problem solving, and analytical skills
  • Able to work in a fast-paced production environment
  • Team Oriented
  • Reliable attendance

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.

Pay Transparency Range
$60,000—$80,000 USD

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!

 

Frequently Asked Questions

What is the salary for the Personal Lines Account Manager role at foundationriskpartners?
The listed salary for this Personal Lines Account Manager position at foundationriskpartners is USD 60K–80K. This is an full-time role.
Where is the Personal Lines Account Manager position at foundationriskpartners located?
This Personal Lines Account Manager role at foundationriskpartners is based in Valencia, California, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Personal Lines Account Manager at foundationriskpartners belong to?
This Personal Lines Account Manager position is part of the Account Management department at foundationriskpartners. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Personal Lines Account Manager position at foundationriskpartners?
Click the "Apply Now" button on this page. You will be redirected to foundationriskpartners's official application portal hosted on greenhouse where you can submit your application directly.
When was the Personal Lines Account Manager job at foundationriskpartners posted?
This Personal Lines Account Manager position at foundationriskpartners was posted on Jul 21, 2026. Apply as soon as possible — early applications are often reviewed first.
Personal Lines Account Manager
foundationriskpartners · 💰 USD 60K–80K
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You'll be redirected to foundationriskpartners's official application page on Greenhouse.