Commercial Lines Account Executive

Foundation Risk Partners
Lakeland, FL
On-siteCareer-pivot friendly

Who this role is best for

Best suited to candidates with transportation insurance experience working in Florida, who can independently manage risk placements and collaborate closely with producers.

Best fit for

  • Candidates with 2+ years in transportation insurance and a Florida P&C license
    — “Florida 2-20 Property & Casualty insurance license preferred”
  • Individuals who thrive in a collaborative brokerage environment
    — “Works independently of Producers on placement of risk”

Things to consider

  • Requires managing the full renewal lifecycle, which involves high attention to detail and coordination
    — “manages the full renewal lifecycle, prepares and presents submissions”
  • Role involves frequent client and carrier interactions, necessitating strong communication skills
    — “Develops and maintains strong relationships with clients/carriers”

How to stand out

  • Demonstrate your ability to analyze client data and identify exposures in interviews
    — “Analyzes client data to determine client needs and identify potential exposures”
  • Showcase your proficiency with insurance agency management software like EPIC
    — “Proficient in insurance agency management software (EPIC)”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Develop and execute retention and new business acquisition strategies
  • Manage the full renewal lifecycle
Typical background
4-5 years of agency experienceFlorida 2-20 Property & Casualty insurance license

Skills & requirements

Required

Insurance Agency ManagementClient Relationship ManagementNegotiationRisk AssessmentData AnalysisInsurance Product Knowledge

Preferred

Insurance Agency Management Software (epic)Microsoft Products

Stack & domain

Transportation RisksCarrier RelationshipsInsurance Agency Management Software (epic)Microsoft ProductsOrganizationalMultitaskingProblem-solvingDetail-orientedVerbalWrittenSelf-disciplineFlorida 2-20 Property & Casualty Insurance LicenseInsuranceTransportationRisk Management

About the role

Original posting from Foundation Risk Partners via Greenhouse

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Executive-Transportation to their Acentria team.

Job Summary:

The Account Executive plays a critical role in supporting and growing a transportation-focused book of business. Working closely with the Producer, this role leads the service strategy for renewals and new business acquisitions.

The Account Executive manages the full renewal lifecycle, prepares and presents submissions, negotiates terms with carriers, and binds coverage. This position requires deep knowledge of transportation risks, strong carrier relationships, and the ability to independently place risk while ensuring excellent client service.

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 help negotiate pricing and products

Ability to build good working relationships with Producers and team members to work as a 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 Property & Casualty insurance license preferred

College degree or equivalent work experience

4-5 years agency experience, with a minimum of 2 years working with transportation account

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 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!

Source: Foundation Risk Partners careers (Greenhouse)

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