Commercial Lines Account Manager

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