Commercial Lines Account Manager

Acentria Insurance
Miami, FL
On-site

Who this role is best for

Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Team

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

What success looks like

  • Developed and executed successful retention and acquisition strategies
  • Managed and optimized client relationships
Typical background
Experience in insurance brokerage and consultingStrong understanding of commercial lines insurance

Skills & requirements

Required

Commercial Lines ManagementClient Relationship ManagementInsurance Product And PricingAgency Management SoftwareMicrosoft Office Suite

Preferred

Risk ManagementUnderwritingCarrier Relationships

Stack & domain

Insurance Agency Management Software (epic)Microsoft ProductsInsuranceRisk ManagementProduct And Pricing DeterminationsRenewal ProcessEndorsementsCoverage QuestionsClient Data AnalysisUnderwritingNegotiationTeam CoordinationCarrier MeetingsOrganizationalMultitaskingProblem SolvingDetail OrientedVerbalWrittenSelf-disciplineCommercial LinesAccount ManagementClient Services

About the role

Original posting from Acentria Insurance via Greenhouse

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 Acentria team in Miami, FL.

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 initiates 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 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 P&C insurance license 

College degree or equivalent work experience

4-5 years agency experience

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: Acentria Insurance careers (Greenhouse)

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