Commercial Lines Account Manager New Palm Beach Gardens, Florida, United States
Foundation Risk Partners, Corp., Florida, New York, United States
Foundation Risk Partners
One of the fastest growing insurance brokerage and consulting firms in the US, Foundation Risk Partners is adding an experienced Commercial Lines Account Manager to their Acentria team. Job Summary
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. This position regularly exercises discretion and independent judgement on accounts, including product and pricing determinations, affecting, interpreting and implementing various company policies. The Account Manager interacts and provides professional support to clients and team members, initiates the renewal process, prepares proposals, and performs all other duties required to establish, service, and maintain accounts. Essential Functions
Develops retention strategy and new business acquisition with producer Gathers client data: application, exhibits, narratives, and loss runs Works independently of producers on placement of risk Collaborates 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, and timelines Develops and maintains strong relationships with clients/carriers through daily service of endorsements and general coverage questions Reviews contracts, recommends carrier transfer, and ensures compliance Identifies new exposures and develops cross‑sell opportunities Communicates with producer and team regarding client needs Answers underwriting questions and helps negotiate pricing and products Primary contact with client, besides producer 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 Education & Experience
State‑issued Property & Casualty insurance license required College degree or equivalent work experience 3‑5+ years agency experience in the designated field Disclaimer
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO)
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits
FRP offers a comprehensive range of health‑related benefit options including medical, vision, and dental. We provide a 401(k) with company match, company‑paid life insurance, STD, LTD, and a generous PTO policy starting at 18 days per year plus 10 paid holidays and 2 floating holidays.
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One of the fastest growing insurance brokerage and consulting firms in the US, Foundation Risk Partners is adding an experienced Commercial Lines Account Manager to their Acentria team. Job Summary
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. This position regularly exercises discretion and independent judgement on accounts, including product and pricing determinations, affecting, interpreting and implementing various company policies. The Account Manager interacts and provides professional support to clients and team members, initiates the renewal process, prepares proposals, and performs all other duties required to establish, service, and maintain accounts. Essential Functions
Develops retention strategy and new business acquisition with producer Gathers client data: application, exhibits, narratives, and loss runs Works independently of producers on placement of risk Collaborates 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, and timelines Develops and maintains strong relationships with clients/carriers through daily service of endorsements and general coverage questions Reviews contracts, recommends carrier transfer, and ensures compliance Identifies new exposures and develops cross‑sell opportunities Communicates with producer and team regarding client needs Answers underwriting questions and helps negotiate pricing and products Primary contact with client, besides producer 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 Education & Experience
State‑issued Property & Casualty insurance license required College degree or equivalent work experience 3‑5+ years agency experience in the designated field Disclaimer
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO)
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits
FRP offers a comprehensive range of health‑related benefit options including medical, vision, and dental. We provide a 401(k) with company match, company‑paid life insurance, STD, LTD, and a generous PTO policy starting at 18 days per year plus 10 paid holidays and 2 floating holidays.
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