Commercial Lines Account Executive

Acentria Insurance•Lakeland, FL

About The Position

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Executive-Transportation to their Acentria team. The Account Executive plays a critical role in supporting and growing a transportation-focused book of business. Working closely with the Producer, this role leads the service strategy for renewals and new business acquisitions. The Account Executive manages the full renewal lifecycle, prepares and presents submissions, negotiates terms with carriers, and binds coverage. This position requires deep knowledge of transportation risks, strong carrier relationships, and the ability to independently place risk while ensuring excellent client service.

Requirements

Strong organizational, multitasking, problem solving, detail oriented, verbal, written, and self-discipline skills
Proficient in insurance agency management software (EPIC) and Microsoft products
Florida 2-20 Property & Casualty insurance license preferred
College degree or equivalent work experience
4-5 years agency experience, with a minimum of 2 years working with transportation account

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