Commercial Lines Account Manager

Foundation Risk Partners, Corp.; Warrington Township (Bucks County); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

PTO and holidays

Job summary

Foundation Risk Partners in Warrington, PA is seeking a Commercial Lines Account Manager to manage client relationships, renewals, and coverage alignment. You will collaborate with carriers, underwriters, and producers to market, bind, and service policies.

The role emphasizes client service, teamwork, and ongoing education within a fast-paced environment. A Property & Casualty license and prior insurance experience are preferred, with a comprehensive benefits package offered.

Qualifications

• Analyze complex insurance situations and options, with clear written and verbal communication.
• Ability to work independently with limited supervision.
• Prioritize and manage multiple tasks effectively.
• Intermediate skills in Word, Excel and PowerPoint.
• Strong negotiation and client service abilities.
• Maintain attention to detail with high accuracy.
• Collaborate with team to serve mutual clients.

Responsibilities

• Serve as primary liaison between clients, carriers, and producers for billing, policy changes, cancellations, claims, and inquiries.
• Address and resolve client questions and coverage or accounting concerns.
• Prepare marketing submissions and market accounts ~90 days before renewal.
• Negotiate pricing, terms, and coverage with underwriters.
• Prepare proposals and bind coverage as authorized.
• Review applications, quotes, policies, endorsements, and audits for accuracy.
• Process policy changes and ensure timely follow-up with carriers.
• Assist with premium financing and invoice processing.
• Maintain documentation in the agency management system.
• Issue certificates of insurance and Auto ID cards.
• Support loss control services and claims activities.
• Provide administrative support to producers and assist in training.

Skills

Insurance analysis

Independent work

Multitasking

Microsoft Office

Negotiation

Client-first attitude

Teamwork

Education

5+ years in insurance

Applied Epic knowledge

High school diploma or college degree

Property & Casualty License

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Foundation Risk Partners

one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Commercial Lines Account Manager to their KMRD Partnersteam in Warrington, PA.

Job Summary

As an Account Manager, you’ll manage client relationships, oversee policy renewals, and ensure coverage meets evolving business needs. This position is ideal for someone who thrives in a fast-paced environment, values client service, and enjoys collaborating with a team to provide tailored risk management strategies.

Essential Functions

• Serve as the primary liaison between clients, carriers, and producers for billing, policy changes, cancellations, claims, and general inquiries.
• Address and resolve client questions, service issues, and coverage or accounting concerns.
• Prepare marketing submissions and market accounts approximately 90 days prior to renewal.
• Negotiate pricing, terms, and coverage details with underwriters.
• Prepare proposals and financial contracts, present draft proposals to producers/risk managers, and bind coverage as authorized.
• Review applications, quotes, policies, endorsements, and audits for accuracy and alignment with negotiated coverage.
• Process requested policy changes, endorsements, and ensure timely follow‑through with carriers.
• Invoice policies and endorsements; assist with premium collection in accordance with agency procedures.
• Coordinate and manage premium financing when required.
• Maintain complete and accurate documentation of all transactions and communication in the agency management system.
• Issue certificates of insurance and Auto ID cards.
• Assist with insurance-related contract reviews.
• Perform experience mod projections and reviews for workers compensation.
• Prepare loss sensitive program projections and reviews.
• Provide bid and accrual support for clients.
• Review audits and facilitate corrections when necessary.
• Assist with coordination of loss control services and support claims activity.
• Follow up on new business and renewal quotes and help identify additional coverage needs.
• Provide administrative and clerical support to producers.
• Assist in training new Commercial Account Managers.
• Collaborate with other departments to gather and share information for mutual clients.
• Participate in continuing education, seminars, and skill development activities.
• Adhere to agency procedures, processes, and E&O Quality Management expectations.
• Perform all other duties as assigned.

Competencies & Qualifications

• Ability to analyze complex insurance situations, needs and options and communicate theseoptions both verbally and in writing in a clear, concise manner
• Must be able to work independently with limited supervision
• Must be able to prioritize and effectively manage multiple tasks at once
• Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint
• Strong verbal and written communication and negotiation skills
• Ability to deal with problems involving clients and staff, as well as vendors
• Ability to demonstrate attention to detail with high degree of accuracy
• Ability to multitask and prioritize a variety of activities
• Ability to demonstrate a "client first" attitude
• Ability to work on a team effectively

Education & Experience

• Minimum of 5 years related experience in the insurance industry
• Knowledge of Applied Epic is highly preferred
• High school diploma, college degree preferred
• Property & Casualty License

This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.

Pay Transparency Range

$70,000 - $80,000 USD

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!