What are the responsibilities and job description for the Account Manager Commercial Lines position at Foundation Risk Partners?
Foundation Risk Partners is expanding its Acentria team in Bonifay, Florida, and we're looking for a skilled Commercial Lines Account Manager to support our producers in developing and servicing accounts.
As a key member of our team, you will provide exceptional service to clients during the policy year, ensuring successful renewal marketing. You will demonstrate support of agency business objectives and be viewed as a positive role model and team player.
Marketing new and renewal business is a significant aspect of this role. Your day-to-day duties will include:
- Market new business 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
- Work independently of Producers on placement of risk
- Develop and maintain strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
- Use independent judgement to conceptualize solutions for client needs
To succeed in this role, you will need:
- 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
Qualifications for this position include:
- Florida 2-20 or insurance license required
- College degree or equivalent work experience
- 3 years agency experience in designated field
