Commercial Lines Account Manager: Growth & Retention

acentria; Key West (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

401(k) with company match

Life insurance

Short/Long-term disability

PTO 18 days + 10 holidays + 2 floating

Job summary

Foundation Risk Partners in Key West, FL, is seeking a Commercial Lines Account Manager to join the Acentria team. This role leads a workflow with the Producer to develop renewal retention and new business strategies, handling data gathering, submissions, and placement of risk.

You will work with clients and carriers, analyze data for exposures, and assist in underwriting questions and pricing discussions, maintaining strong team relationships to support service and growth.

Qualifications

• Strong organizational, multitasking, problem solving, detail oriented, verbal, written, and self-discipline skills.
• Proficient in insurance agency management software (EPIC) and Microsoft products.

Responsibilities

• Develops retention strategy and new business acquisition meetings with producer.
• Gathers data from client: applications, loss runs, inspections etc to submit to market.
• Works independently of Producers on placement of risk.
• Attends marketing and carrier 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.
• Communicates with Producer and team regarding client.
• Analyzes client data to determine client needs and identify potential exposures.
• Answers underwriting questions and help negotiate pricing and products.
• Ability to build good working relationships with Producers and team members to work as a part of a team.

Skills

Organization & multitasking

Communication (verbal & written)

Team collaboration

Education

Florida 2-20 P&C license

College degree or equivalent

Tools

EPIC

Microsoft Office

Job description

Foundation Risk Partners in Key West, FL, is seeking a Commercial Lines Account Manager to join the Acentria team. This role leads a workflow with the Producer to develop renewal retention and new business strategies, handling data gathering, submissions, and placement of risk.

You will work with clients and carriers, analyze data for exposures, and assist in underwriting questions and pricing discussions, maintaining strong team relationships to support service and growth.