Commercial Lines Account Manager

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an experienced Commercial Lines Account Manager to their Acentria team.

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

Analyzes client data to determine client needs

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:

State issued Property & Casualty insurance license is required

College degree or equivalent work experience

3-5+ 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!