Commercial Lines Account Manager

Acentria-Insurance; Miami (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Company paid life insurance

STD, LTD

PTO starting at 18 days + holidays

Job summary

Foundation Risk Partners in Miami, FL is seeking a Commercial Lines Account Manager to lead the Acentria team and drive renewal retention and new business initiatives. You will gather client data, submit to markets, and work with Producers on risk placement.

You will build strong client and carrier relationships, analyze exposures, and aid in pricing discussions while leveraging EPIC and MS Office in daily workflows.

Qualifications

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

Responsibilities

• Develops retention strategy and new business meetings with producer.
• Gathers data from client, loss runs, inspections for market submissions.
• Works independently on placement of risk with producers.
• Attends marketing and carrier meetings.
• Maintains relationships with clients and carriers via endorsements and inquiries.
• Communicates with Producers and team regarding client needs.
• Analyzes client data to identify exposures and needs.
• Assists in underwriting questions and pricing/product negotiation.

Skills

Organizational skills

Multitasking

Problem solving

Detail oriented

Verbal communication

Written communication

Self-discipline

EPIC software

Microsoft Office

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 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 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.

• 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!

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Acentria Insurance’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.