Commercial Lines Account Manager

Posted Yesterday
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Key West, FL, USA
In-Office
Mid level
Insurance
The Role
Manages commercial insurance accounts in partnership with Producers, developing renewal retention and new business strategies. Gathers client data, prepares submissions, places and binds coverage, answers underwriting questions, negotiates pricing and products, and services endorsements and coverage inquiries. Maintains client and carrier relationships, tracks renewal timelines, analyzes exposures, and coordinates account activities with internal teams. Requires a Florida 2-20 Property and Casualty license and 4–5 years of agency experience.
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 Manager to their Acentria team in Key West, FL.

Job Summary:

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 initiates renewal process including preparing submission and binding coverages. 

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 P&C insurance license 
  • College degree or equivalent work experience
  • 4-5 years agency experience

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

  • Florida 2-20 Property and Casualty insurance license
  • College degree or equivalent work experience
  • 4–5 years of insurance agency experience
  • Proficiency in EPIC insurance agency management software
  • Proficiency with Microsoft products
  • Strong organizational, multitasking, problem-solving, detail-oriented, verbal, written, 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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