Commercial Lines Account Manager

Job Summary

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an experienced Commercial Lines Account Manager to their Acentria team. 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 interacts and provides professional support to clients and team members. The Account Manager initiates renewal process including preparing submission to proposing and binding coverages as needed. This position also performs all other duties required to establish, service, and maintain accounts.

• Develop retention strategy and new business acquisition meetings with producer
• Gather data from client: application, exhibits, narratives, and loss runs
• Work independently of Producers on placement of risk
• Work with team to develop marketing strategy and may submit to market
• Prepare new/renewal proposals
• Attend marketing and carrier meetings and coordinate client meetings and strategy meetings
• Monitor and update open items checklists/timelines
• Develop and maintain strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Review contracts, recommend carrier transfer, and check for compliance
• Identify new exposures and develop cross sell opportunities
• Communicate with producer and team regarding client
• Analyze client data to determine client needs
• Answer underwriting questions and help negotiate pricing and products
• Primary contact with client, besides producer
• Use independent judgement to conceptualize solutions for client needs
• Ability to build good working relationships with clients and team members to work as a part of a team

• Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
• Proficient in insurance agency management software (EPIC) and Microsoft products

• State issued Property & Casualty insurance license is required
• College degree or equivalent work experience
• 3-5+ 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.

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!