Insurance professionals with experience in commercial lines and proficiency in EPIC software will find this client-facing role with a focus on new business marketing and risk placement.
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 team in St. Augustine, FL.
Job Summary:
The Account Manager supports the 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 need
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
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!