Commercial Lines Account & Placement Specialist

Acentria Insurance; Apex (NC); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health, vision, and dental insurance

401(k) with company match

Company paid life insurance

STD & LTD

PTO 18 days + 10 holidays + 2 floating

Job summary

Foundation Risk Partners in Apex, FL seeks a Commercial Lines Account Manager to support producers in developing and servicing accounts, ensuring excellent client service and renewal marketing. The role focuses on marketing new and renewal business and fostering strong relationships with clients and carriers.

Responsibilities include analyzing information, preparing applications, negotiating placements, and developing recommendations to meet client needs.

Qualifications

• Active Property & Casualty license required.
• College degree or equivalent work experience.
• 3+ years of agency experience in the designated field.

Responsibilities

• 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.
• Prepare proposals
• 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

Skills

Organizational skills

Multitasking

Problem solving

Detail oriented

Verbal communication

Written communication

Self-discipline

Education

Property & Casualty license

Bachelor's degree or equivalent

3+ years agency experience

Tools

EPIC

Microsoft Office

Job description

Foundation Risk Partners in Apex, FL seeks a Commercial Lines Account Manager to support producers in developing and servicing accounts, ensuring excellent client service and renewal marketing. The role focuses on marketing new and renewal business and fostering strong relationships with clients and carriers.

Responsibilities include analyzing information, preparing applications, negotiating placements, and developing recommendations to meet client needs.