What are the responsibilities and job description for the Commercial Customer Account Manager position at Foundation Risk Partners?
Job Summary
Support a producer in the development and service of accounts, providing exceptional client service during the policy year and ensuring successful renewal marketing. Demonstrate support of agency business objectives and serve as a positive role model and team player.
Key Responsibilities
- Market new business as assigned by the producer
- Review and analyze information provided by the producer, secure additional information from clients/prospects when necessary, and independently make recommendations regarding coverages and exposures
- Prepare applications in accordance with the agency's automation standards and submit information to carriers, independently negotiating placement
- Prepare proposals
- Work independently of producers on risk placement
- Develop and maintain strong relationships with clients/carriers through daily service of endorsements and general coverage questions
- Use independent judgment to conceptualize solutions for client needs
Requirements
- Strong organizational, multitasking, motivational, problem-solving, detail-oriented, verbal, written, and self-discipline skills
- Proficiency in insurance agency management software (EPIC) and Microsoft products preferred
Education & Experience
- A Florida 2-20 or insurance license is required
- A college degree or equivalent work experience is required
- At least 3 years of agency experience in the designated field is required
