Commercial Lines Account Manager

Foundation Risk Partners; Ocala (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Life insurance

Short-term disability

Long-term disability

Paid time off

Job summary

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. The Account Manager supports the producer in the development and service of accounts and ensures successful renewal marketing.

Responsibilities include marketing new business, preparing proposals, and maintaining strong client/carrier relationships.

Qualifications

• Florida 2-20 license or approved insurance license.
• College degree or equivalent work experience.
• Minimum 3 years agency experience in the designated field.

Responsibilities

• Market new business as assigned by the producer.
• Review information from the producer and obtain missing details; recommend coverages and exposures; prepare applications; submit to carriers; negotiate placement.
• Prepare proposals.
• Work independently of Producers on risk placement.

Skills

Organizational skills

Multitasking

Problem solving

Detail oriented

Verbal communications

Written communications

Self-discipline

Education

Florida 2-20 license

College degree or equivalent

3+ years agency experience

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!