Full-Time

Commercial Lines Account Manager

Confirmed live in the last 24 hours

Foundation Risk Partners

Foundation Risk Partners

201-500 employees

Insurance brokerage and consulting services

Consulting
Financial Services

Mid

Lakeland, FL, USA

In-person/hybrid into Lakeland.

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 Transportation/Auto
  • 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 and/or account manager; 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 internal employees/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 firm grows through both acquiring other companies and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Unlike many competitors, Foundation Risk Partners emphasizes a strategic growth approach that aligns with their values and cultural fit, allowing them to better serve their clients. The primary goal of the company is to achieve new levels of success for their partners while delivering exceptional results for their clients.

Company Stage

Debt Financing

Total Funding

$2M

Headquarters

Daytona Beach, Florida

Founded

2017

Growth & Insights
Headcount

6 month growth

9%

1 year growth

13%

2 year growth

30%
Simplify Jobs

Simplify's Take

What believers are saying

  • The company is adopting advanced analytics and AI to improve customer experience.
  • Foundation Risk Partners is expanding its presence with new offices in Baldwin, New York.
  • The firm is positioned to capitalize on the trend towards personalized insurance products.

What critics are saying

  • Increased competition from digital insurance platforms threatens traditional brokerage models.
  • Direct-to-consumer insurance models may reduce demand for brokerage services.
  • Economic downturns could impact revenue growth for Foundation Risk Partners.

What makes Foundation Risk Partners unique

  • Foundation Risk Partners leverages decades of insurance expertise and leadership.
  • The company focuses on a strategic mix of industry expertise and cultural fit.
  • Foundation Risk Partners is expanding through both acquisition and organic growth.

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