Commercial Lines Account Manager

Socket.dev; West Palm Beach (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Vision benefits

Dental benefits

401(k) with company match

Life insurance

STD/LTD

PTO 18 days + holidays

Job summary

Foundation Risk Partners is seeking a Commercial Lines Account Manager to support the Acentria team in developing and servicing accounts. You will market new business, review data, secure additional details, and independently negotiate carrier placement.

You will build strong client and carrier relationships, manage endorsements, and help meet agency objectives through proactive service and collaboration with Producers.

Qualifications

• Demonstrated ability to support producers in commercial lines accounts.
• Experience with insurance applications and carrier submissions.
• Licensed in Florida and/or 2-20 license required.

Responsibilities

• Market new business as assigned by producer.
• Review information, request missing data, and negotiate placements.
• Place risks independently alongside Producers.
• Maintain client/carrier relationships through endorsements and inquiries.
• Use judgment to develop client-focused solutions.

Skills

Organizational skills

Multitasking

Problem solving

Attention to detail

Verbal communication

Written communication

Self-discipline

EPIC software

Microsoft Office

Education

Florida 2-20 license

College degree or equivalent

3+ years agency experience

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 Acentria team.

Job Summary

Support 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.
• 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 needs

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 preferred

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

• 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!