Commercial Lines Account Manager

acentria; Key West (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Life insurance

Short/Long-term disability

PTO 18 days + 10 holidays + 2 floating

Job summary

Foundation Risk Partners in Key West, FL, is seeking a Commercial Lines Account Manager to join the Acentria team. This role leads a workflow with the Producer to develop renewal retention and new business strategies, handling data gathering, submissions, and placement of risk.

You will work with clients and carriers, analyze data for exposures, and assist in underwriting questions and pricing discussions, maintaining strong team relationships to support service and growth.

Qualifications

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

Responsibilities

• 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.

Skills

Organization & multitasking

Communication (verbal & written)

Team collaboration

Education

Florida 2-20 P&C license

College 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 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!