Commercial Lines Account Manager

Acentria Insurance; Newberry (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k) with company match

Company-paid life insurance

Generous PTO policy

Job summary

A leading insurance brokerage in Florida is seeking an experienced Commercial Lines Account Manager to lead the team and develop retention strategies for renewals and new business acquisition. The ideal candidate will possess a Property & Casualty insurance license, along with strong organizational and problem-solving skills. Responsibilities include managing client relationships, preparing proposals, and analyzing client data. Benefits include health insurance options, a 401(k) with company match, and generous PTO.

Qualifications

• Strong organizational, multitask, motivational, problem-solving, detail-oriented, verbal, written, and self-discipline skills.
• State issued Property & Casualty insurance license is required.
• 3-5+ years agency experience in designated field.

Responsibilities

• Develops retention strategy and new business acquisition meetings with producer.
• Works independently on placement of risk.
• Monitors and updates open items checklists/timelines.
• Analyzes client data to determine client needs.
• Primary contact with client, besides producer.

Skills

Organizational skills

Problem-solving skills

Multitasking skills

Detail-oriented

Verbal communication

Written communication

Self-discipline

Education

State issued Property & Casualty insurance license

College degree or equivalent work experience

Tools

Insurance agency management software (EPIC)

Microsoft products

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an experienced Commercial Lines Account Manager to their Acentria team.

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 exercises discretion and independent judgement on accounts, including product and pricing determinations, affecting, interpreting and implementing various company policies. The Account Manager interacts with clients and team members, initiates the renewal process, prepares submissions for proposing and binding coverages, and 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 helps negotiate pricing and products
• Primary contact with client, besides producer
• Uses independent judgement to conceptualize solutions for client needs
• Builds good working relationships with clients and team members to work as 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
• 3‑5+ years agency experience in designated field

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!