Full-Time

Commercial Lines Account Executive

Confirmed live in the last 24 hours

Foundation Risk Partners

Foundation Risk Partners

201-500 employees

Insurance brokerage and consulting services

Financial Services

Mid, Senior

Floral Park, NY, USA

Required Skills
Sales
Marketing
Requirements
  • Bachelor's degree
  • Appropriate state resident insurance licenses for Property and Casualty Insurance
  • 3-5 years insurance experience
  • 1-3 years sales experience
  • Highly developed sales and presentation skills
  • Proven experience in building strong internal and external client relationships
  • Strong problem-solving skills
  • Strong organizational skills
  • Capability to handle multiple priorities and frequent work interruptions
  • Teamwork abilities
  • Working knowledge of Microsoft Office applications
Responsibilities
  • Builds and maintain key client and carrier relationships
  • Responsible for the overall management and retention of an assigned book of business
  • Develops proactive calling and referral relationships with client relationship managers and sales officers
  • Handles enrollment process management, benchmarking, RFP process, marketing of clients' coverage, financial review, and coordination of onboarding for new customers
  • Collaborates with producer and marketing department gathering data for quotes and preparing quote request submissions
  • Reviews, markets, and delivers renewals as needed
  • Keeps current with carriers, products, and legislation
  • Pursues professional studies and maintains familiarity with industry trends and new insurance products
  • Acts as backup for department personnel as necessary
  • Market renewal business and provide comprehensive coverage and competitive pricing
  • Handle all client service requests according to agency standards
  • Process policies, endorsements, and suspended items in a timely manner
  • Handle incoming phone calls from clients and respond promptly
  • Issue Binders, Certificates of Insurance, Evidences of Insurance, and Auto ID cards
  • Invoice all agency bill items within guidelines
  • Prepare and transmit Schedules of Insurance as requested
  • Prepare and process premium finance agreements
  • Provide assistance in collecting accounts receivable
  • Assure work delegated to the Technical Assistant is completed accurately
  • Review accounts for opportunities to provide additional coverages
  • Look for opportunities to expand client relationships to write coverages within other departments

Foundation Risk Partners

Foundation Risk Partners

View

Foundation Risk Partners is a leading insurance brokerage and consulting firm in the United States, known for its expansive array of insurance coverage options including employee benefits, commercial insurance, personal insurance, and risk management services. The company adopts a robust strategy of strategic acquisitions and organic growth, enhancing its expertise and service range across various regions, making it an ideal workplace for professionals seeking a dynamic and growth-oriented environment. Employees are likely to benefit from continuous learning opportunities and a culture that values deep industry engagement and client-focused innovation.

Company Stage

N/A

Total Funding

$2M

Headquarters

Ormond Beach, Florida

Founded

2017

Growth & Insights
Headcount

6 month growth

2%

1 year growth

19%

2 year growth

62%