Commercial Lines Account Manager

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

Who this role is best for

Aimed at mid-level to senior insurance professionals with agency experience who can work independently and collaboratively in Miami, Florida.

Best fit for

  • Candidates with 4-5 years of agency experience and a Florida 2-20 P&C insurance license
    — “Florida 2-20 P&C insurance license”
  • Professionals skilled in building client relationships through daily service and communication
    — “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 regular attendance at in-person meetings and client interactions in Miami
    — “Works independently of Producers on placement of risk”
  • The position involves managing multiple tasks and deadlines, including open items checklists and timelines
    — “Monitors and updates open items checklists/timelines”

How to stand out

  • Showcase experience in analyzing client data and identifying exposures in your resume
    — “Analyzes client data to determine client needs and identify potential exposures”
  • Highlight your ability to negotiate pricing and products with carriers
    — “Answers underwriting questions and help negotiate pricing and products”
  • Emphasize your proficiency with EPIC insurance management software and Microsoft products
    — “Proficient in insurance agency management software (EPIC) and Microsoft products”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

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

What success looks like

  • successful retention and acquisition of new business
  • positive client feedback
Typical background
4-5 years of agency experienceFlorida 2-20 P&C insurance license

Skills & requirements

Required

Insurance Agency ManagementClient Relationship ManagementProduct And Pricing DeterminationData Analysis

Preferred

Strategic PlanningTeam Leadership

Stack & domain

Insurance Agency Management Software (epic)Microsoft ProductsOrganizationalMultitaskingProblem SolvingDetail OrientedVerbalWrittenSelf-disciplineFlorida 2-20 P&C Insurance LicenseInsurance

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 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: Foundation Risk Partners careers (Greenhouse)

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