Commercial Lines Account Manager

Foundation Risk Partners

Panama City (FL)

On-site

USD 60,000 - 85,000

Full time

2 hours ago
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Benefits offered by this job

Health-related benefit options:Medical
401(k) with company match
Company paid life insurance
STD
LTD
18 days PTO + 10 holidays + 2 floating

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; provide clients with exceptional service during the policy year; assure successful renewal marketing.

The role emphasizes marketing of new and renewal business, collaboration with producers, and maintaining strong

Qualifications

  • Florida 2-20 or insurance license is required.
  • College degree or equivalent work experience.
  • 3+ years agency experience in designated field.

Responsibilities

  • Market new business as assigned by producer.
  • Review and analyze information provided by producer; independently make recommendations; prepare applications; submit information to carriers; negotiate placement.
  • Prepare proposals.
  • Work independently of Producers on placement of risk.
  • Develop and maintain strong relationships with clients and carriers through endorsements and general coverage questions.
  • Use independent judgement to conceptualize solutions for client needs.

Skills

Organizational skills
Multitasking
Problem solving
Detail oriented
Verbal communication
Written communication
Self-discipline

Education

Florida 2-20 license or insurance license
College degree or equivalent work experience
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!
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