Commercial Lines Account Manager
About The Position
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. 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. 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.
Requirements
- State issued Property & Casualty insurance license is required
- College degree or equivalent work experience
- 3-5+ years agency experience in designated field
- Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
- Proficient in insurance agency management software (EPIC) and Microsoft products
Responsibilities
- 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
Benefits
- medical
- vision
- dental
- 401(k) with company match
- company paid life insurance
- STD
- LTD
- generous PTO policy starting at 18 days per year
- 10 paid holidays
- 2 floating holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
