Commercial Lines Account Manager

Foundation Risk Partners; Miami (FL); On-site; USD 48,000 - 72,000; Full time

Job summary

A leading insurance brokerage is seeking a Commercial Lines Account Manager in Miami, FL to lead account management and develop strategies for business retention and acquisition. This role requires expertise in handling client accounts, preparing proposals, and building strong relationships with clients and team members. Join a company recognized as a great place to work and enjoy a comprehensive benefits package.

Benefits

401(k) with company match

Generous PTO policy

Health-related benefit options

Company paid life insurance

Qualifications

• 5+ years agency experience in designated field.
• Strong organizational, motivational, and detail-oriented skills.
• Proficient in insurance agency management software.

Responsibilities

• Develops retention strategy and new business acquisition.
• Gathers data from clients and prepares renewal proposals.
• Maintains strong relationships with clients and carriers.

Skills

Organizational skills

Problem solving

Customer relations

Education

College degree or equivalent work experience

State issued Property & Casualty insurance license

Tools

EPIC

Microsoft products

Job description

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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 Miami, 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 interacts and provides professional support to clients and team members. The Account Manager initiates renewal process including preparing submission to proposing and binding coverages as needed. This position also performs all other duties required to establish, service, and maintain accounts.

Essential Functions:

• Develops retention strategy and new business acquisition meetings with producer
• Gathers data from client: application, exhibits, narratives, and loss runs
• Works independently of Producers on placement of risk
• Works with team to develop marketing strategy and may submit to market
• Prepares new/renewal proposals
• Attends marketing and carrier meetings and coordinates client meetings and strategy 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
• Reviews contracts, recommends carrier transfer, and checks for compliance
• Identifies new exposures and develops cross sell opportunities
• Communicates with producer and team regarding client
• Analyzes client data to determine client needs
• Answers underwriting questions and help negotiate pricing and products
• Primary contact with client, besides producer
• Uses independent judgement to conceptualize solutions for client needs
• Ability to build good working relationships with clients and team members to work as a part of a team
  
  

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
  
  

Education & Experience:

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

Why settle for less, come work for the best!

As a Foundation Risk Partners Company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years! Our goal is to provide an environment that fosters both personal and professional growth - while creating a workplace that feels like home.

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!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Industries

  Construction

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