Commercial Lines Account Manager

Acentria Insurance
Port St. Lucie - FL, US
On-siteCareer-pivot friendly

Who this role is best for

A natural match if you have experience in commercial insurance brokerage and a track record of independently managing risk placements.

Best fit for

  • Candidates with 3+ years in commercial insurance brokerage and a history of independent risk placement.
    — “3+ years agency experience in designated field”
  • Individuals who can demonstrate strong relationship-building with clients and carriers through daily service.
    — “Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions”

Things to consider

  • The role may require a Florida-specific insurance license and local presence.
    — “Florida 2-20 or insurance license is required”
  • Candidates should be prepared for a potentially varied workload involving both new and renewal business.
    — “Marketing of new and renewal business is a significant aspect of the day to day duties of this role”

How to stand out

  • Highlight your ability to independently negotiate and place risks in your resume and interview responses.
    — “independently negotiate placement”
  • Emphasize your experience in client service and your ability to solve complex coverage issues.
    — “Uses independent judgement to conceptualize solutions for client needs”
  • Showcase your skills in using insurance agency management software like EPIC.
    — “Proficient in insurance agency management software (EPIC) and Microsoft products preferred”
Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Team

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

What success looks like

  • successful new business marketing
  • client satisfaction
  • policy renewals
Typical background
3+ years of agency experience

Skills & requirements

Required

Insurance Agency ManagementRisk AssessmentClient ServiceCoverage RecommendationsNegotiation

Preferred

Insurance Agency Management Software

Stack & domain

InsuranceCommercial LinesAccount ManagementRisk ManagementInsurance Agency Management SoftwareEPICMicrosoft ProductsOrganizationalMultitaskingMotivationalProblem SolvingDetail OrientedVerbalWrittenSelf-disciplineFinance

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.

Job Summary:

Support producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player.  Marketing of new and renewal business is a significant aspect of the day to day duties of this role.

Essential Functions:

Market new business as assigned by producer

Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.

Prepare proposals

Works independently of Producers on placement of risk

Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions

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 preferred

Education & Experience:

Florida 2-20 or insurance license is required

College degree or equivalent work experience

3+ years agency experience in 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 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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