Commercial Lines Account Manager

Foundation Risk Partners, Corp.; Apex (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Life insurance

STD & LTD

PTO 18 days + 10 holidays + 2 floating

Job summary

Foundation Risk Partners, Corp. in Apex, FL, seeks a Commercial Lines Account Manager to support producers in developing and servicing accounts, with a focus on renewal marketing and new business.

This role emphasizes client service and collaboration within the Acentria team. Candidates should hold an active Property & Casualty license, have a college degree or equivalent experience, and possess at least three years of agency experience; proficiency with EPIC and Microsoft Office is preferred.

Qualifications

• Active Property & Casualty license required.
• College degree or equivalent work experience.
• 3+ years agency experience in designated field.

Responsibilities

• Market new business as assigned by producer.
• Review and analyze information; independently recommend coverages; prepare applications; submit to carriers; negotiate placement.
• Works independently of Producers on placement of risk.
• Develops and maintains strong relationships with clients/carriers through endorsements and coverage questions.
• Uses independent judgement to conceptualize solutions for client needs.

Skills

Organizational skills

Multitasking

Problem solving

Written & verbal communication

Education

Property & Casualty license

Bachelor's degree or equivalent

Tools

EPIC

Microsoft Office

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Acentria team in Apex, FL.

Job Summary:

Support producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player. Marketing of new and renewal business is a significant aspect of the day to day duties of this role.

Essential Functions:

• Market new business as assigned by producer
• Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.
• Works independently of Producers on placement of risk
• Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Uses independent judgement to conceptualize solutions for client needs

Competencies & Qualifications:

• Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
• Proficient in insurance agency management software (EPIC) and Microsoft products preferred

Education & Experience:

• Active Property & Casualty insurance license is required
• College degree or equivalent work experience
• 3+ years agency experience in designated field

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.

• 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!