Commercial Lines Account Manager
Foundation Risk Partners, Florida, NY, United States
Foundation Risk Partners – Commercial Lines Account Manager
Foundation Risk Partners is adding a Commercial Lines Account Manager to their Acentria team.
Job Summary The 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 judgment on accounts including product and pricing determinations, affecting, interpreting and implementing various company policies. The Account Manager initiates the renewal process including preparing submission and binding coverages.
Essential Functions
Develops retention strategy and new business acquisition meetings with producer
Gathers data from client: applications, loss runs, inspections, etc., to submit to market
Works independently of Producers on placement of risk
Attends marketing and carrier 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
Communicates with Producer and team regarding client
Analyzes client data to determine client needs and identify potential exposures
Answers underwriting questions and helps negotiate pricing and products
Builds good working relationships with Producers and team members to work as part of a team
Competencies & Qualifications
Strong organizational, multitasking, problem solving, detail-oriented, verbal, written, and self-discipline skills
Proficient in insurance agency management software (EPIC) and Microsoft products
Education & Experience
Florida 2-20 P&C insurance license
College degree or equivalent work experience
3-5 years insurance agency experience
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 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 & 2 floating holidays.
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Job Summary The 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 judgment on accounts including product and pricing determinations, affecting, interpreting and implementing various company policies. The Account Manager initiates the renewal process including preparing submission and binding coverages.
Essential Functions
Develops retention strategy and new business acquisition meetings with producer
Gathers data from client: applications, loss runs, inspections, etc., to submit to market
Works independently of Producers on placement of risk
Attends marketing and carrier 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
Communicates with Producer and team regarding client
Analyzes client data to determine client needs and identify potential exposures
Answers underwriting questions and helps negotiate pricing and products
Builds good working relationships with Producers and team members to work as part of a team
Competencies & Qualifications
Strong organizational, multitasking, problem solving, detail-oriented, verbal, written, and self-discipline skills
Proficient in insurance agency management software (EPIC) and Microsoft products
Education & Experience
Florida 2-20 P&C insurance license
College degree or equivalent work experience
3-5 years insurance agency experience
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 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 & 2 floating holidays.
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