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Commercial Lines Account Manager

Foundation Risk PartnersInverness, FL

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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 Inverness, Florida.

Job Summary:

Support producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player. Marketing of new and renewal business is a significant aspect of the day to day duties of this role.

Essential Functions:

  • 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

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 preferred

Education & Experience:

  • Florida 2-20 or insurance license is required
  • College degree or equivalent work experience
  • 3+ years agency experience in designated field

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