Commercial Lines Account Manager

Responsibilities

• Assist in developing retention strategies with Producers and Marketing
• Prepare and deliver accurate submissions including Acord Applications and supplemental data
• Prepare and present coverage recommendations to clients
• Bind coverage in compliance with carrier, state, and Surplus Lines Association requirements
• Review policy documents to ensure coverage accuracy and submit necessary changes
• Manage day-to-day client requests including policy administration, billing, claims, and certificates of insurance
• Review client contracts to recommend risk solutions and coverage placements
• Identify potential exposures and cross-sell opportunities
• Maintain agency management system data accuracy

Requirements

• 2-20 Property & Casualty License required
• 5+ years of experience working for a retail brokerage
• College degree or equivalent work experience
• ARM, AAI, CPCU, or CIC designation (or ability to obtain)
• Strong analytical, problem-solving, and decision-making skills
• Exceptional multi-tasking and organizational skills

Benefits

• Medical, vision, and dental insurance
• 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.