Commercial Lines Account Manager
Foundation Risk Partners · Brandon, FL · 1 wk ago
On-siteEngineeringFull-time
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
Benefits
- Comprehensive range of health-related benefit options including medical, vision, and dental
- 401(k) with company match
- Company paid life insurance
- STD, LTD
- Bargain PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!