Commercial Lines Account Manager

Foundation Risk Partners•Warrington, PA

10d•$70,000 - $80,000

About The Position

Foundation Risk Partners is hiring a Commercial Lines Account Manager for its KMRD Partners team in Warrington, Pennsylvania. The Account Manager manages client relationships, oversees policy renewals, and helps ensure that coverage meets clients’ evolving business needs. The role is suited to someone who thrives in a fast-paced environment, values client service, and collaborates with a team to provide tailored risk management strategies. The position serves as a primary liaison among clients, carriers, and producers; handles policy servicing and renewal activities; negotiates with underwriters; prepares proposals; and maintains accurate records. The Account Manager also supports premium collection and financing, workers’ compensation and loss-sensitive program analyses, audits, claims and loss-control coordination, client contract reviews, and producer administration. The role includes helping train new Commercial Account Managers, collaborating across departments, and participating in ongoing professional development. The position is expected to follow agency procedures and E&O Quality Management expectations.

Requirements

At least 5 years of related experience in the insurance industry.
Property & Casualty License.
Ability to analyze complex insurance situations, needs, and options and communicate them clearly and concisely, verbally and in writing.
Ability to work independently with limited supervision.
Ability to prioritize and effectively manage multiple tasks.
Intermediate computer skills and demonstrated knowledge of Microsoft Word, Excel, and PowerPoint.
Strong verbal and written communication and negotiation skills.
Ability to deal with problems involving clients, staff, and vendors.
Attention to detail and a high degree of accuracy.
Ability to multitask and prioritize a variety of activities.
Client-first attitude.
Ability to work effectively on a team.
High school diploma.

Nice To Haves

Knowledge of Applied Epic is highly preferred.
College degree preferred.

Responsibilities

Serve as the primary liaison between clients, carriers, and producers for billing, policy changes, cancellations, claims, and general inquiries.
Address and resolve client questions, service issues, and coverage or accounting concerns.
Prepare marketing submissions and market accounts approximately 90 days before renewal.
Negotiate pricing, terms, and coverage details with underwriters.
Prepare proposals and financial contracts, present draft proposals to producers or risk managers, and bind coverage when authorized.
Review applications, quotes, policies, endorsements, and audits for accuracy and alignment with negotiated coverage.
Process requested policy changes and endorsements, and ensure timely follow-through with carriers.
Invoice policies and endorsements and assist with premium collection in accordance with agency procedures.
Coordinate and manage premium financing when required.
Maintain complete and accurate records of transactions and communications in the agency management system.
Issue certificates of insurance and Auto ID cards.
Assist with insurance-related contract reviews.
Perform experience modification projections and reviews for workers’ compensation.
Prepare loss-sensitive program projections and reviews.
Provide bid and accrual support for clients.
Review audits and facilitate corrections when necessary.
Assist with coordination of loss-control services and support claims activity.
Follow up on new-business and renewal quotes and help identify additional coverage needs.
Provide administrative and clerical support to producers.
Assist in training new Commercial Account Managers.
Collaborate with other departments to gather and share information for mutual clients.
Participate in continuing education, seminars, and skill-development activities.
Follow agency procedures and processes and E&O Quality Management expectations.
Perform other duties as assigned.