Commercial Lines Account Manager

Foundation Risk Partners, Corp.; Florida; On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health-related benefits

401(k) with company match

Generous PTO policy starting at 18 days per year

10 paid holidays & 2 floating holidays

Job summary

A leading insurance brokerage firm seeks an experienced Commercial Lines Account Manager to join their team in the Town of Florida, NY. The role entails leading account management and developing strategies for client retention and new business. Candidates should possess a state-issued Property & Casualty insurance license and 3-5 years of relevant agency experience. The firm offers an attractive benefits package including comprehensive health options, a 401(k) with company match, and generous PTO.

Responsibilities

• Lead team in developing strategy for retention and new business acquisition.
• Prepare submissions and proposals for renewals and new business.
• Develop strong client and carrier relationships through daily service.
• Analyze client data to assess needs and conceptualize solutions.

Skills

Strong organizational skills

Multitasking

Problem solving

Detail oriented

Verbal skills

Written skills

Self-discipline

Client relationship management

Education

College degree or equivalent work experience

State issued Property & Casualty insurance license

Tools

EPIC insurance agency management software

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 regularly exercises discretion and independent judgement on accounts including product and pricing determinations, affecting, interpreting and implementing various company policies. The Account Manager interacts and provides professional support to clients and team members. The Account Manager initiates renewal process including preparing submission to proposing and binding coverages as needed. This position also 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 help negotiate pricing and products
• Primary contact with client, besides producer
• Uses independent judgement to conceptualize solutions for client needs
• Ability to build good working relationships with clients and team members to work as a 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!