Commercial Lines Account Manager

The role

The Account Manager manages client relationships, oversees policy renewals, and ensures coverage meets business needs. This role involves negotiating with underwriters and serving as a liaison between clients, carriers, and producers.

What you will do

• Serve as the primary liaison between clients, carriers, and producers.
• Address and resolve client questions, service issues, and coverage or accounting concerns.
• Prepare marketing submissions and market accounts approximately 90 days prior to renewal.
• Negotiate pricing, terms, and coverage details with underwriters.
• Prepare proposals and financial contracts and bind coverage as authorized.
• Review applications, quotes, policies, endorsements, and audits for accuracy.
• Process requested policy changes and endorsements.
• Invoice policies and endorsements and assist with premium collection.
• Coordinate and manage premium financing when required.
• Maintain documentation in the agency management system.

Required qualifications

• Minimum of 5 years related experience in the insurance industry
• Property & Casualty License
• Ability to analyze complex insurance situations and communicate options verbally and in writing
• Must be able to work independently with limited supervision
• Must be able to prioritize and effectively manage multiple tasks at once
• Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint
• Strong verbal and written communication and negotiation skills
• Ability to deal with problems involving clients, staff, and vendors
• Ability to demonstrate attention to detail with high degree of accuracy
• Ability to demonstrate a client first attitude
• Ability to work on a team effectively

Nice to have

• Knowledge of Applied Epic
• College degree

Benefits

• Medical
• Vision
• 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 firm in the US.