Commercial Lines Account Manager

Acentria Insurance
Pensacola, FL
On-siteCareer-pivot friendly

Who this role is best for

Geared toward self-driven professionals comfortable with independent risk placement and client relationship management, operating in the insurance domain within a Florida-based team.

Best fit for

  • Candidates with 3+ years of agency experience and strong client-facing skills in insurance brokerage
    — “3+ years agency experience in designated field”
  • Individuals who can independently conceptualize solutions for client needs and negotiate placements
    — “Uses independent judgement to conceptualize solutions for client needs”
  • Proficient in insurance agency management software and Microsoft tools, with a focus on automation standards
    — “prepare applications in accordance with the agency's automation standards”

Things to consider

  • Must have an active Florida 2-20 license, which may limit the pool of eligible applicants
    — “Active FL 2-20 license is required”
  • The role involves a mix of client service and business development, requiring adaptability across functions
    — “Marketing of new and renewal business is a significant aspect of the day to day duties of this role”

How to stand out

  • Highlight experience in independently securing placements and managing client relationships on your resume
    — “Works independently of Producers on placement of risk”
  • Demonstrate your ability to analyze client information and make coverage recommendations
    — “Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures”
  • Showcase your proficiency with insurance agency management software like EPIC and Microsoft products
    — “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 acquisition
  • high client satisfaction
  • strong carrier relationships
Typical background
insurance industry experiencesales experience

Skills & requirements

Required

Account ManagementSales StrategyClient Relationship ManagementNegotiationProblem-solving

Preferred

Insurance Industry KnowledgeEPIC Software Proficiency

Stack & domain

Insurance Agency Management Software (epic)Microsoft ProductsOrganizationalMultitaskMotivationalProblem SolvingDetail OrientedVerbalWrittenSelf-disciplineInsuranceAccount Management

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 Pensacola, FL.

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:

Active FL 2-20 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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