Commercial Lines Account Manager

Foundation Risk Partners, Corp.; Key West (FL); Sur place; USD 60 000 - 85 000; Plein temps

Avantages offerts par ce poste

Health insurance

401(k) with company match

Company-paid life insurance

STD & LTD

PTO 18 days + holidays

Résumé du poste

Foundation Risk Partners, a leading insurance brokerage, seeks a Commercial Lines Account Manager to join the Acentria team in Key West, FL. This role focuses on renewal retention, new business development, and pricing decisions in collaboration with producers.

The candidate should hold Florida 2-20; a college degree or equivalent experience and 4–5 years in an agency environment. Proficiency with EPIC and Microsoft products is required.

Qualifications

• Florida 2-20 P&C license is required.
• College degree or equivalent work experience.
• 4-5 years agency experience.

Responsabilités

• Lead renewal and new business retention strategies with the producer.
• Gather client data (applications, loss runs, inspections) for market submissions.
• Place risk independently with carriers and attend marketing and carrier meetings.
• Monitor open items and timelines, updating checklists.
• Maintain strong client/carrier relationships through endorsements and coverage questions.
• Communicate with the producer and team regarding client status.
• Analyze client data to determine needs and potential exposures.
• Assist in underwriting questions and pricing/product negotiations.
• Collaborate with producers and team to deliver integrated client service.

Connaissances

Organizational skills

Multitasking

Problem solving

Verbal and written communication

Self-discipline

Formation

Florida 2-20 P&C license

College degree or equivalent

4-5 years agency experience

Outils

EPIC

Microsoft Office

Description du poste

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

Job Summary:

The Commercial Lines Account Manager leads the team closely in conjunction with the Producer in developing strategy for retention of renewals and new business acquisition. This position regularly exercises discretion and independent judgement on accounts including product and pricing determinations, affecting, interpreting and implementing various company policies. The Account Manager initiates renewal process including preparing submission and binding coverages.

Essential Functions:

• Develops retention strategy and new business acquisition meetings with producer
• Gathers data from client: applications, loss runs, inspections etc to submit to market
• Works independently of Producers on placement of risk
• Attends marketing and carrier meetings
• Monitors and updates open items checklists/timelines
• Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Communicates with Producer and team regarding client
• Analyzes client data to determine client needs and identify potential exposures
• Answers underwriting questions and help negotiate pricing and products
• Ability to build good working relationships with Producers and team members to work as a part of a team

Competencies & Qualifications:

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

Education & Experience:

• Florida 2-20 P&C insurance license
• College degree or equivalent work experience
• 4-5 years agency experience

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!