Commercial Lines Account Manager

Full-time - Mid Level

Fort Myers, FL

Insurance Carriers and Related Activities

About the position

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 Fort Myers, FL. The role involves supporting the producer in the development and service of accounts, providing clients with exceptional service during the policy year, and ensuring successful renewal marketing. The position is integral to the agency's business objectives and requires 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.

Responsibilities

• 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
• Work independently of Producers on placement of risk
• Develop and maintain strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
• Use independent judgement to conceptualize solutions for client needs

Requirements

• Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
• Proficient in insurance agency management software (EPIC) and Microsoft products preferred
• Florida 2-20 or insurance license is required
• College degree or equivalent work experience
• 3+ years agency experience in designated field

Benefits

• Environment that fosters both personal and professional growth
• Workplace that feels like home