Full-Time

Commercial Lines Account Manager

Posted on 8/29/2024

Foundation Risk Partners

Foundation Risk Partners

201-500 employees

Insurance brokerage and consulting services

Consulting
Financial Services

Mid

Lakeland, FL, USA

Category
Customer Success Management
Sales & Account Management
Requirements
  • Florida 4-40 or 2-20 insurance license is required
  • College degree or equivalent work experience
  • 3+ years agency experience in designated field
  • Knowledge in all commercial lines with a focus on Workers’ compensation and Auto Liability
  • Experience with agency billing
  • Proficient in insurance agency management software (EPIC) and Microsoft products preferred
  • Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
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
  • Works independently of Producers on placement of risk
  • Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
  • Uses independent judgement to conceptualize solutions for client needs
Foundation Risk Partners

Foundation Risk Partners

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Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized offerings. Their approach combines expertise in various sectors with a commitment to understanding client needs, which sets them apart from other insurance firms. The primary goal of Foundation Risk Partners is to achieve high levels of success for their partners and deliver exceptional results for their clients.

Company Stage

Debt Financing

Total Funding

$2M

Headquarters

Daytona Beach, Florida

Founded

2017

Growth & Insights
Headcount

6 month growth

0%

1 year growth

13%

2 year growth

30%
Simplify Jobs

Simplify's Take

What believers are saying

  • Adoption of AI and machine learning enhances operational efficiency and customer satisfaction.
  • Cybersecurity insurance growth presents new market opportunities for expansion.
  • Telematics in auto insurance enables more accurate risk assessment and competitive products.

What critics are saying

  • Digital insurance platforms offer personalized, faster services, threatening market share.
  • Rising interest rates may slow down the company's acquisition-driven growth strategy.
  • Direct-to-consumer models could reduce demand for traditional brokerage services.

What makes Foundation Risk Partners unique

  • Foundation Risk Partners leverages decades of insurance expertise and leadership.
  • The company focuses on a complementary mix of industry expertise and cultural fit.
  • Foundation Risk Partners is one of the fastest growing insurance brokerage firms in the U.S.

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