Commercial Lines Account Executive

Posted 7 Days Ago
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Lakeland, FL, USA
In-Office
Mid level
Insurance
The Role
Manage and grow a transportation-focused commercial insurance book of business. Lead renewals and new business placements, gather client data, prepare submissions, negotiate with carriers, bind coverage, monitor timelines, and service endorsements and coverage questions. Analyze client exposures, respond to underwriting inquiries, maintain client and carrier relationships, and collaborate closely with producers and team members.
Summary Generated by Built In

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Executive-Transportation to their Acentria team.

Job Summary:

The Account Executive plays a critical role in supporting and growing a transportation-focused book of business. Working closely with the Producer, this role leads the service strategy for renewals and new business acquisitions.

The Account Executive manages the full renewal lifecycle, prepares and presents submissions, negotiates terms with carriers, and binds coverage. This position requires deep knowledge of transportation risks, strong carrier relationships, and the ability to independently place risk while ensuring excellent client service.

Essential Functions:

  • Develops retention strategy and new business acquisition meetings with producer
  • Gathers data from client: applications, loss runs, inspections etc to submit to market
  • Works independently of Producers on placement of risk
  • Attends marketing and carrier meetings 
  • Monitors and updates open items checklists/timelines
  • Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
  • Communicates with Producer and team regarding client
  • Analyzes client data to determine client needs and identify potential exposures
  • Answers underwriting questions and help negotiate pricing and products
  • Ability to build good working relationships with Producers and team members to work as a part of a team

Competencies & Qualifications: 

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

Education & Experience:

  • Florida 2-20 Property & Casualty insurance license preferred
  • College degree or equivalent work experience
  • 4-5 years agency experience, with a minimum of 2 years working with transportation account

Disclaimer:

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.

Equal Employment Opportunity (EEO):

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.

Benefits:

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!

Skills Required

  • Proficiency with EPIC insurance agency management software and Microsoft products
  • College degree or equivalent work experience
  • 4-5 years of insurance agency experience
  • At least 2 years of experience working with transportation accounts
  • Florida 2-20 Property and Casualty insurance license
  • Strong organizational, multitasking, problem-solving, communication, detail-oriented, and self-discipline skills
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The Company
HQ: Destin, FL
526 Employees

What We Do

As one of the top insurance agencies in the Southeastern US, our team knows about the risks that face our communities. As one of the fastest growing agencies, Acentria Insurance provides all our clients with the utmost service and the latest in products and programs. We recognize that everyone is unique in their insurance needs, so we take the time to get to know you. Whether it be car insurance, home insurance, or business insurance, our team of professionals will meet with you to analyze your specific needs and customize a plan to fit your unique situation. We are a full service independent insurance agency, so we always work for you. Serving the needs of our clients and their satisfaction is our #1 priority. We are proud of our heritage and the many satisfied clients we serve across the United States. With over 50 locations throughout the Southeastern US, we are your dedicated resource for ALL things insurance. Acentria Insurance is a Foundation Risk Partners Company

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