Job Details:
Acentria Insurance, a Foundation Risk Partners company, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Commercial Lines Account Manager in support of our Fort Myers, Florida location.
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 interacts and provides professional support to clients and team members. The Account Manager initiates renewal process including preparing submission to proposing and binding coverages as needed. This position also performs all other duties required to establish, service, and maintain accounts.
Essential Duties and Responsibilities:
Develops retention strategy and new business acquisition meetings with producer
Gathers data from client: application, exhibits, narratives, and loss runs
Works independently of Producers on placement of risk
Works with team to develop marketing strategy and may submit to market
Prepares new/renewal proposals
Attends marketing and carrier meetings and coordinates client meetings and strategy 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
Reviews contracts, recommends carrier transfer, and checks for compliance
Identifies new exposures and develops cross sell opportunities
Communicates with producer and team regarding client
Analyzes client data to determine client needs
Answers underwriting questions and help negotiate pricing and products
Primary contact with client, besides producer
Uses independent judgement to conceptualize solutions for client needs
Ability to build good working relationships with clients and team members to work as a part of a team
Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
Proficient in insurance agency management software (EPIC) and Microsoft products
Requirements:
Florida 2-20 or 4-40 insurance license is required
College degree or equivalent work experience
2+ years agency experience in designated field
As a Foundation Risk Partners Company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years! Our goal is to provide an environment that fosters both personal and professional growth - while creating a workplace that feels like home.
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 other categories 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! |