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Posted a day ago
Commercial Lines Account Manager
Foundation Risk PartnersCommercial Lines Account Manager
Perks & benefits
Medical InsuranceHealth InsurancePaid Leave
Requirements
Property & Casualty insurance license, 3-5+ years agency experience, Proficiency in EPIC, Microsoft products
Skills
InsuranceAccount Management
About the role
Responsibilities
- Develop retention strategies and new business acquisition meetings with producers
- Gather client data including applications, exhibits, narratives, and loss runs
- Manage placement of risk independently of producers
- Prepare new and renewal proposals and develop marketing strategies
- Maintain strong relationships with clients and carriers through daily service
- Review contracts and check for compliance
- Identify new exposures and cross-sell opportunities
- Analyze client data to determine specific needs and negotiate pricing
Requirements
- State issued Property & Casualty insurance license
- 3-5+ years of agency experience in a designated field
- College degree or equivalent work experience
- Proficiency in insurance agency management software (EPIC) and Microsoft products
- Strong organizational and problem-solving skills
Benefits
- Comprehensive health-related options including medical, vision, and dental
- 401(k) with company match
- Company paid life insurance, STD, and LTD
- Generous PTO starting at 18 days per year
- 10 paid holidays plus 2 floating holidays
About the Company
Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, operating through teams like Acentria.
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Foundation Risk Partners · Lakeland
