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Full-Time

Commercial Lines Account Manager

Posted on 6/13/2024

Foundation Risk Partners

Foundation Risk Partners

201-500 employees

Insurance brokerage and consulting services

Financial Services

Junior

St Charles, MO, USA

Category
Customer Success Management
Strategic Account Management
Sales & Account Management
Required Skills
Marketing
Requirements
  • Possess strong PC knowledge and aptitude
  • Ability to compose written correspondence and factual reports
  • Must be friendly and have a desire to help others
  • Ability to convey clear, concise information to others
  • Ability to perform simple mathematical problems
  • Property/Casualty Agent License desirable
  • Insurance designations a plus
Responsibilities
  • Service the renewal process and provide on-going maintenance of Church, School, Camp, and Business Owners policies
  • Solve customer problems and answer coverage questions
  • Resolve billing issues and provide premium breakdowns
  • Process renewal letters, review and process renewal quotes and policies
  • Perform insurance reviews on all accounts services
  • Engage in cross-selling and marketing of additional coverages
  • Process renewal surveys and underwriting requests
  • Process issued endorsements and audits
  • Request MVR’s, additional coverage and policy quotes
  • Issue Binders, Certificates of Insurance, and provide coverage summaries
Foundation Risk Partners

Foundation Risk Partners

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Foundation Risk Partners is a rapidly growing insurance brokerage and consulting firm in the United States, offering a full spectrum of insurance coverage including employee benefits, commercial insurance, personal insurance, and risk management services. The company focuses on strategic acquisitions and organic growth to expand its expertise, coverage, and specialized services throughout all regions.

Company Stage

N/A

Total Funding

$2M

Headquarters

Ormond Beach, Florida

Founded

2017

Growth & Insights
Headcount

6 month growth

2%

1 year growth

13%

2 year growth

57%
INACTIVE