
Commercial Lines Account Manager Jacksonville, Florida, United States
Foundation Risk Partners, Corp., Jackson, MS, United States
Overview Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Foundation Risk Partners of FL team.
Job Summary:
The Commercial Lines Account Manager works with the Producer and Marketing to analyze risk exposure and provide insurance solutions to meet client needs. This role regularly exercises discretion and independent judgment on accounts, including evaluating and negotiating coverage and pricing, and interpreting and implementing company policies and procedures. The Account Manager is a subject matter expert, delivering a consultative, strategic approach to day-to-day client service for assigned accounts and resolving complex client service problems. The Account Manager initiates the renewal process, including submitting proposals and binding coverages as needed. This position also performs all other duties required to establish, service, and maintain accounts.
Essential Functions Assist in developing retention strategy with Producer and Marketing
Prepare and deliver complete and accurate submissions including Acord Applications, supplemental applications, and additional underwriting information as needed
Prepare and present coverage recommendations to client
Bind coverage in compliance with subjectivities as required by the carrier, state statute and/or Surplus Lines Association
Review policy documents ensuring coverage is as requested and submit all necessary changes to the carrier
Manage day-to-day client requests including policy administration and insurance placement; billing activity; claims administration; coverage/loss analysis; audit review; certificates of insurance; evidence of property; and cancellation/reinstatements
Review client contracts and recommend risk solutions and coverage placements
Identify potential exposures and develop cross-sell opportunities
Maintain agency management system ensuring all data is accurate, complete, well documented and up to date in accordance with company policy
Perform other duties as requested or required
Competencies & Qualifications Maintain a high degree of technical competence and industry expertise
Capable and willing to make sound decisions in unusual circumstances
Ability to handle stress of short time constraints and manage change
Ability to exercise independent judgment to conceptualize solutions for client needs
Build strong working relationships with internal team, clients and carrier partners
Exceptional multi-tasking, organizational, time management, and prioritization skills
Strong analytical, problem solving and decision-making skills
Must be a self-starter, imaginative and creative with exceptional communication skills, both verbal and written
Exercise high level of confidentiality
Education & Experience 2-20 Property & Casualty License required
5+ years\' experience in designated field
College degree or equivalent work experience
ARM, AAI, CPCU or CIC Designation or ability to obtain
Disclaimer & EEO Disclaimer: This job description is intended to be an accurate reflection of the job requirements. Management reserves the right to modify, add, or remove duties as necessary.
Equal Employment Opportunity (EEO): Foundation Risk Partners 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.
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer 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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