Geared toward candidates with agency experience and strong client relationship skills, comfortable with independent risk placement and data analysis.
Derived from job-description analysis by Serendipath's career intelligence engine.
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 Key West, 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!