Commercial Lines Account Manager

Acentria-Insurance; Key West (FL); Presencial; USD 65.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

Life insurance

Short-term disability

Long-term disability

Paid time off

Paid holidays

Floating holidays

Descripción de la vacante

Foundation Risk Partners in Key West, FL seeks a Commercial Lines Account Manager to lead client service in collaboration with the Producer. You will develop renewal strategies, gather client data, and coordinate submissions to markets for placement and binding of coverage.

Requirements include a Florida 2-20 P&C license, a college degree or equivalent experience, and 4–5 years in an agency setting. Proficiency with EPIC and Microsoft Office is expected, with strong organizational and

Formación

• Florida 2-20 P&C license required.
• College degree or equivalent work experience preferred.
• Strong organizational, communication, and client service skills required.

Responsabilidades

• Leads client service in conjunction with the Producer for renewals and new business.
• Gathers data from clients (applications, loss runs, inspections) and submits to markets.
• Independently places risk and negotiates pricing with carriers.

Conocimientos

Organization

Communication

Multitasking

Self-discipline

Educación

Florida 2-20 P&C license

Bachelor's degree or equivalent

Herramientas

EPIC

Microsoft Office

Descripción del empleo

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 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.

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!

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.