Commercial Lines Account Manager — Client‑First with PTO

Socket.dev; Warrington Township (Bucks County); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Life insurance

STD

LTD

PTO + holidays

Job summary

Foundation Risk Partners in Warrington, PA is seeking a Commercial Lines Account Manager to join the KMRD Partnersteam. You will manage client relationships, oversee policy renewals, and ensure coverage meets evolving business needs.

Ideal candidates thrive in a fast‑paced environment, value client service, and collaborate with a team to provide tailored risk management strategies. Exposure to negotiations with underwriters and handling policy changes is expected.

Qualifications

• 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

Responsibilities

• 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&E Quality Management expectations.
• Perform all other duties as assigned.

Skills

Insurance analysis

Independent work

Multitasking

Negotiation

Communication

Team collaboration

Attention to detail

Education

High school diploma

College degree preferred

Property & Casualty License

Tools

Applied Epic

Job description

Foundation Risk Partners in Warrington, PA is seeking a Commercial Lines Account Manager to join the KMRD Partnersteam. You will manage client relationships, oversee policy renewals, and ensure coverage meets evolving business needs.

Ideal candidates thrive in a fast‑paced environment, value client service, and collaborate with a team to provide tailored risk management strategies. Exposure to negotiations with underwriters and handling policy changes is expected.