Commercial Lines Account Manager

Foundation Risk Partners; Newberry (FL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) with company match

Life insurance

STD

LTD

PTO and holidays

Job summary

Foundation Risk Partners in Florida is seeking a Commercial Lines Account Manager to support producers in developing and servicing accounts throughout the policy year.

You will market new business, analyze client data, prepare applications, submit to carriers, and negotiate placements while maintaining strong client and carrier relationships.

Qualifications

• Florida 2-20 license (or active insurance licensure) is required.
• College degree or equivalent work experience preferred.
• 3+ years of agency experience in commercial lines is expected.

Responsibilities

• Market new business as assigned by producer.
• Review information, request needed details, and recommend coverages.
• Prepare proposals and submit to carriers, negotiating placements.
• Develop and maintain strong client/carrier relationships.
• Provide ongoing service for endorsements and coverage questions.

Skills

Organizational skills

Multitasking

Problem solving

Detail oriented

Verbal communication

Written communication

Self-discipline

Education

Florida 2-20 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 Herbie Wiles Insurance team.

Job Summary

The Account Manager supports the producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player. Marketing of new and renewal business is a significant aspect of the day-to-day duties of this role

Essential Functions

• Market new business as assigned by producer
• Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.
• Prepare proposals
• Works independently of Producers on placement of risk
• Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Uses independent judgement to conceptualize solutions for client need

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

• Florida 2-20 or insurance license is required
• College degree or equivalent work experience
• 3+ 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

• Health-related benefit options including medical, vision, and dental.
• 401(k) with company match.
• Company paid life insurance.
• STD.
• LTD.
• A generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!