Commercial Lines Account Manager

Foundation Risk Partners; Charlotte (NC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) with company match

Life insurance

Short-term disability

Long-term disability

Paid time off + holidays

Job summary

Foundation Risk Partners in Charlotte, NC is seeking a Commercial Lines Account Manager to support Producers/Account Executives and clients with renewal information, endorsements, and claims coordination. The role emphasizes high-quality client service, accurate documentation, and teamwork within the Professional Risk Practice.

The candidate should have a valid P&C license and at least 5 years of insurance experience; Applied EPIC knowledge is highly preferred.

Qualifications

• Must have a valid P&C License.
• Minimum of 5 years related experience in the insurance industry.
• Knowledge of Applied EPIC highly preferred.
• High school diploma.

Responsibilities

• Provides daily administrative support to designated Producers and Account Executives, as well as existing clients.
• Processes endorsement requests, certificates of insurance, evidence of insurance, and cancellation requests.
• Assists clients with reporting claims, maintains contact throughout the claim settlement process, and updates production staff on claim statuses.
• Performs client record updates and data entry in the agency management system.
• Maintains and prepares renewal questionnaires, and suggests coverage enhancements.
• Reviews expiration lists prior to renewal to improve retention.
• Invoicing and processing premiums for applicable accounts.

Skills

Analytical skills

Independent work

Multitasking

Microsoft Office

Communication

Negotiation

Detail oriented

Teamwork

Client focus

Vendor management

Education

P&C License

High school diploma

Tools

Applied EPIC

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 Professional Risk Practice team in Charlotte, NC.

Job Summary:

Collaborates with the team to consistently deliver high-quality customer service and ensures service standards including execution, delivery and retention are achieved. Provide efficient, professional, and courteous service to clients, by phone, in writing and in person. The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.

Essential Functions:

• Provides daily administrative support to designated Producers and Account Executives, as well as existing clients. Support includes, but is not limited to, gathering and preparing renewal information such as loss runs, driver lists, and experience modification worksheets for the Producer and Account Executive.
• Processes endorsement requests, certificates of insurance, evidence of insurance, and cancellation requests, as well as other support duties assigned by the Account Executive, Producer, or Manager of Service.
• Assists clients with reporting claims, maintains contact throughout the claim settlement process, and updates applicable production staff on claim statuses.
• Processes and follows up on operational duties related to new and existing accounts, risk management, marketing support, order entry, and other administrative functions.
• Ensures all assigned transactions are completed accurately and in a timely manner, and that all documentation is maintained according to agency standards.
• Maintains occasional contact with clients to ensure they are informed about their insurance coverage and related matters.
• Educates and coaches business partners on insurance products, compliance requirements, and operational procedures.
• Invoices applicable accounts and processes premiums as required.
• Maintains current client files and prepares policy renewal questionnaires, recommending coverage enhancements to the Account Executive when appropriate.
• Reviews expiration lists prior to renewal to facilitate customer contact and improve retention.
• Performs client record updates and data entry in the agency management system according to department procedures.

Competencies & Qualifications:

• Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner
• Must be able to work independently with limited supervision
• Must be able to prioritize and effectively manage multiple tasks at once
• Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint
• Strong verbal and written communication and negotiation skills
• Ability to deal with problems involving clients and staff, as well as vendors
• Ability to demonstrate attention to detail with high degree of accuracy
• Ability to multitask and prioritize a variety of activities
• Ability to demonstrate a client first attitude
• Ability to work on a team effectively

Education & Experience:

• Must have a valid P&C License
• Minimum of 5 years related experience in the insurance industry
• Knowledge of Applied EPIC highly preferred
• High school diploma

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!