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Insurance Brokerage, Risk Management, Financial Services

Commercial Lines Account Manager

St. Augustine, FLOnsiteFull TimePosted 22 days ago

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Required skills

  • Commercial Lines
  • Account Manager
  • EPIC
  • 2-20 License
  • 3+ years agency experience

Nice to have

  • Producer support
  • Renewal marketing
  • Client service
  • Carrier negotiation
  • Proposal preparation
  • Independent judgment

Role summary

Foundation Risk Partners is seeking a Commercial Lines Account Manager in St. Augustine, FL. This role supports producers by servicing accounts, ensuring successful renewals, and marketing new business. The Account Manager will prepare applications, negotiate with carriers, and develop client and carrier relationships. Proficiency in insurance agency management software (EPIC) and Microsoft products is required, along with a Florida 2-20 or equivalent insurance license and 3+ years of agency experience. A college degree or equivalent work experience is also necessary.

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 team in St. Augustine, FL.

Job Summary:

The Account Manager supports the producer in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing. Demonstrate support of agency business objectives and viewed as a positive role model and team player. Marketing of new and renewal business is a significant aspect of the day-to-day duties of this role

Essential Functions:

  • Market new business as assigned by producer
  • Review and analyze information provided by producer; secure additional information from client/prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.
  • Prepare proposals
  • Works independently of Producers on placement of risk
  • Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
  • Uses independent judgement to conceptualize solutions for client need
  • Competencies & Qualifications:

  • Strong organizational, multitask, motivational, 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 or insurance license is required
  • College degree or equivalent work experience
  • 3+ years agency experience in designated field
  • 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!

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