What are the responsibilities and job description for the Commercial Lines Account Manager position at Foundation Risk Partners?
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 https://acentria.com/ Acentria team in Fort Myers, FL.
Job Summary:
Support 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 needs
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 preferred
Education & Experience:
- Florida 2-20 or insurance license is required
- College degree or equivalent work experience
- 3 years agency experience in designated field
Why settle for less, come work for the best!
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.
