Commercial Lines Account Manager Panama City, Florida, United States

Global Trade Plaza; Panama City (FL); On-site; USD 50,000 - 90,000; Full time

Job summary

Join a dynamic team as a Commercial Lines Account Manager, where you will lead strategic initiatives for client retention and new business development. This role offers the opportunity to work independently while collaborating closely with producers to ensure exceptional service delivery. You will be responsible for preparing proposals, managing client relationships, and navigating the complexities of insurance policies. An established firm, recognized for its supportive work environment, is eager to foster your professional growth while you contribute to its success. If you are detail-oriented and possess strong problem-solving skills, this is the perfect opportunity for you.

Benefits

Medical Insurance

Vision Insurance

Dental Insurance

401(k) with Company Match

Company Paid Life Insurance

Short-Term Disability Insurance

Long-Term Disability Insurance

Generous PTO Policy

Paid Holidays

Floating Holidays

Qualifications

• Strong organizational and multitasking skills are essential.
• Proficient in insurance agency management software and Microsoft products.

Responsibilities

• Develop retention strategies and new business acquisition.
• Prepare new/renewal proposals and manage client relationships.
• Monitor and update open items checklists/timelines.

Skills

Organizational Skills

Multitasking

Problem Solving

Detail Oriented

Verbal Communication

Written Communication

Self-discipline

Education

Property & Casualty Insurance License

College Degree or Equivalent Work Experience

5+ Years Agency Experience

Tools

EPIC Insurance Agency Management Software

Microsoft Products

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 in Panama City, FL .

Job Summary:

The Commercial Lines Account Manager leads the team closely in conjunction with the Producer in developing strategy for retention of renewals and new business acquisition. This position regularly exercises discretion and independent judgement on accounts including product and pricing determinations, affecting, interpreting and implementing various company policies. The Account Manager interacts and provides professional support to clients and team members. The Account Manager initiates renewal process including preparing submission to proposing and binding coverages as needed. This position also performs all other duties required to establish, service, and maintain accounts.

Essential Functions:

• Develops retention strategy and new business acquisition meetings with producer
• Gathers data from client: application, exhibits, narratives, and loss runs
• Works independently of Producers on placement of risk
• Works with team to develop marketing strategy and may submit to market
• Prepares new/renewal proposals
• Attends marketing and carrier meetings and coordinates client meetings and strategy 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
• Reviews contracts, recommends carrier transfer, and checks for compliance
• Identifies new exposures and develops cross sell opportunities
• Communicates with producer and team regarding client
• Answers underwriting questions and help negotiate pricing and products
• Primary contact with client, besides producer
• Uses independent judgement to conceptualize solutions for client needs
• Ability to build good working relationships with clients and team members to work as a part of a team

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

Education & Experience:

• Experienced Habitational Account Manager preferred
• State issued Property & Casualty insurance license is required
• College degree or equivalent work experience
• 5+ years agency experience in designated field

Why settle for less, come work for the best!

As a Foundation Risk Partners Company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years! Our goal is to provide an environment that fosters both personal and professional growth - while creating a workplace that feels like home.

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!

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