Senior Commercial Lines Account Manager

The role

The Account Manager will manage a portfolio of Residential Habitational clients including HOAs, Condominium Associations, and apartment schedules. This role involves coordinating renewals, developing marketing strategies, and providing insurance solutions to meet client needs.

What you will do

• Manage a dedicated portfolio of Residential Habitational clients.
• Serve as primary service contact for assigned clients.
• Coordinate all aspects of the renewal process.
• Develop marketing strategies and work with carriers for coverage and pricing.
• Analyze coverage proposals and provide recommendations.
• Review policies, endorsements, audits, and carrier correspondence.
• Prepare and process endorsements, cancellations, and certificates of insurance.
• Review contracts and insurance requirements to identify coverage gaps.
• Assist clients with coverage questions and claims-related inquiries.
• Maintain accurate and complete client records within agency management systems.

Required qualifications

• Minimum 3 years of Commercial Lines Account Management experience.
• Demonstrated experience servicing Residential Habitational accounts, including HOA and Condominium Associations.
• Strong understanding of commercial insurance coverages including Property, General Liability, Umbrella, Workers Compensation, Crime, Equipment Breakdown, Cyber, and Directors & Officers Liability.
• Working knowledge of HOA and Condominium Association governing documents and insurance requirements.
• Excellent verbal and written communication skills.
• Ability to review and interpret insurance contracts, endorsements, and coverage forms.
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, Teams, and PowerPoint.
• Active Property & Casualty insurance license.
• Must maintain all licenses and continuing education requirements.

Nice to have

• Experience with Applied EPIC agency management system
• Experience managing complex commercial property schedules and placement strategies
• Insurance designations such as CIC, CISR, CPCU, ARM, or CRM

Benefits

• Medical, vision, and dental
• 401(k) with company match
• Company paid life insurance
• STD
• LTD
• PTO starting at 18 days per year
• 10 paid holidays
• 2 floating holidays

About the company

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US.