Commercial Lines Account Manager

Foundation Risk Partners • St. Augustine, FL

6d

About The Position

Foundation Risk Partners is seeking a Commercial Lines Account Manager to join its team in St. Augustine, Florida. The Account Manager supports producers in developing and servicing accounts, provides clients with exceptional service throughout the policy year, and helps ensure successful renewal marketing. The role supports agency business objectives and is expected to serve as a positive role model and team player. Marketing new and renewal business is a significant part of the day-to-day work.

The Account Manager reviews and analyzes account information, obtains additional details from clients or prospects when needed, makes independent coverage and exposure recommendations, prepares applications according to agency automation standards, and submits information to carriers. The role also negotiates placements independently of producers, prepares proposals, and maintains strong client and carrier relationships through policy endorsements and responses to general coverage questions. The position uses independent judgment to develop solutions for client needs.

Requirements

• Florida 2-20 license or insurance license required.
• College degree or equivalent work experience.
• At least 3 years of agency experience in the designated field.
• Proficiency in insurance agency management software, specifically EPIC, and Microsoft products.
• Strong organizational, multitasking, motivational, problem-solving, detail-oriented, verbal, written, and self-discipline skills.

Responsibilities

• Market new business as assigned by a producer.
• Review and analyze information provided by producers and obtain additional information from clients or prospects when necessary.
• Independently recommend coverages and identify exposures.
• Prepare applications in accordance with the agency's automation standards.
• Submit information to carriers and independently negotiate placement.
• Prepare proposals.
• Work independently of producers on risk placement.
• Develop and maintain strong relationships with clients and carriers through daily service of endorsements and general coverage questions.
• Use independent judgment to conceptualize solutions for client needs.
• Support producers in account development and service, provide client service during the policy year, and help ensure successful renewal marketing.
• Support agency business objectives and act as a positive role model and team player.

Benefits

• Medical, vision, and dental benefit options.
• 401(k) with company match.
• Company-paid life insurance.
• Short-term disability (STD) and long-term disability (LTD).
• PTO starting at 18 days per year.
• 10 paid holidays and 2 floating holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed