Commercial Lines Account Manager
1 day ago
Foundation Risk Partners, a leading insurance brokerage and consulting firm, is seeking an experienced Commercial Lines Account Manager to join their Acentria team in Winter Haven, FL.
Job Summary:
The Commercial Lines Account Manager will lead the team in developing strategies for retention of renewals and new business acquisition, exercising discretion and independent judgment on accounts.
This position will interact with clients and team members, initiating renewal processes, preparing submissions, and binding coverages as needed.
The Account Manager will perform all duties required to establish, service, and maintain accounts, including developing retention strategies, gathering data from clients, and working with the team to develop marketing strategies.
Essential Functions:
- Develops retention strategies and new business acquisition meetings with producers
- Gathers data from clients: applications, exhibits, narratives, and loss runs
- Works independently of producers on placement of risk
- Works with the team to develop marketing strategies and may submit to market
- Prepares new/renewal proposals
- Attends marketing and carrier meetings and coordinates client meetings and strategy meetings
- Monitors and updates open items checklists/timelines
- Develops and maintains strong relationships with clients/carriers through daily service of endorsements and general coverage questions
- Reviews contracts, recommends carrier transfer, and checks for compliance
- Identifies new exposures and develops cross-sell opportunities
- Communicates with producers and team regarding clients
- Analyzes client data to determine client needs
- Answers underwriting questions and helps negotiate pricing and products
- Primary contact with client, besides producer
- Uses independent judgment to conceptualize solutions for client needs
- Ability to build good working relationships with clients and team members to work as part of a team
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:
- State-issued Property & Casualty insurance license is required
- College degree or equivalent work experience
- 5+ years agency experience in designated field
As a Foundation Risk Partners Company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years. Our goal is to provide an environment that fosters both personal and professional growth - while creating a workplace that feels like home.
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