Commercial Lines Account Manager

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

Job summary

Foundation Risk Partners in Warrington, PA, is seeking a Commercial Lines Account Manager to oversee client relationships, renewals and coverage alignments. You’ll collaborate with producers and risk managers to prepare proposals and bind coverage where appropriate.

The role requires a minimum of 5 years in insurance, a Property & Casualty license, and knowledge of Applied Epic. This on-site position offers strong earnings potential and a collaborative team environment.

Qualifications

• Analyze insurance needs and options and communicate clearly.
• Ability to work independently with limited supervision.
• Prioritize and manage multiple tasks effectively.
• Proficient with Word, Excel and PowerPoint.
• Strong communication and negotiation skills.
• Detail-oriented with high accuracy.
• Team player with a client-first attitude.

Responsibilities

• Serve as primary liaison between clients, carriers and producers for billing, changes, cancellations, claims, and inquiries.
• Address client questions and service issues and ensure coverage aligns with needs.
• Prepare submissions and market accounts ~90 days prior to renewal.
• Negotiate pricing, terms and coverage with underwriters.
• Prepare proposals and bind coverage as authorized.
• Review applications and endorsements for accuracy and alignment.

Skills

Analytical skills

Independent work

Multitasking

Prioritization

MS Office

Negotiation skills

Client service

Teamwork

Attention to detail

Education

Property & Casualty License

Tools

Applied Epic

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 Partners team 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 ofApplied Epic ishighly 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.

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!