Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager in support of our Ormond Beach, Florida location. 

Job Summary:

The Commercial Lines Account Manager works in conjunction with the Producer and Marketing Team in analyzing risk exposure and providing insurance solutions to meet our clients needs. This position regularly exercises discretion and independent judgement on accounts including but not limited to evaluating and negotiating coverage and pricing, and interpreting, and implementing company policies and procedures. The Account Manager is a subject matter expert in their field and provides a consultative, strategic approach to the execution of day- to-day customer service activities for assigned accounts and can resolve complex customer service problems. The Account Manager initiates the 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:

• Assist in developing retention strategy with Producer and Marketing Team
• Prepare and deliver complete and accurate submissions including Acord Applications, supplemental applications, and additional underwriting information as needed
• Prepare and present coverage recommendations to client
• Bind coverage in compliance with subjectivities as required by the carrier, state statute and/or Surplus Lines Association.
• Review policy documents ensuring coverage is as requested and submit all necessary changes to the carrier
• Maintain a high degree of technical competence and industry expertise
• Manage day-to-day client requests including but not limited to policy administration and insurance placement; billing activity; claims administration; coverage/loss analysis; audit review; certificates of insurance; evidence of property; and cancellation/reinstatements.
• Review client contracts and recommend risk solutions and coverage placements
• Identify potential exposures and develop cross sell opportunities
• Maintain agency management system ensuring all data is accurate, complete, well documented and up-to-date in accordance with company policy.
• Use independent judgement to conceptualize solutions for client needs
• Build strong working relationships with internal team, clients and carrier partners
• Exceptional multi-tasking, organizational, time management, and prioritization skills
• Strong analytical, problem solving and decision making skills
• Exercise high level of confidentiality

Requirements:  

• 2-20 Property & Casualty License
• College degree or equivalent work experience
• 5+ years’ experience in designated field
• ARM, AAI, CPCU or CIC designation or ability to obtain
• Proficiency in Applied Epic Software and Microsoft Office Suite