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

Financial Services

Mid

Jensen Beach, FL, USA

Required Skills
Marketing
Requirements
  • Florida 2-20 or 4-40 insurance license
  • College degree or equivalent work experience
  • 3+ years agency experience in designated field
  • Experience with Condo and Community associations preferred
Responsibilities
  • Develops retention strategy and new business acquisition meetings with producer
  • Gathers data from client: application, exhibits, narratives, and loss runs
  • Works independently of Producers on placement of risk
  • Prepares new/renewal proposals
  • Attends marketing and carrier meetings and coordinates client meetings and strategy meetings
  • Monitors and updates open items checklists/timelines
  • Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
  • Reviews contracts, recommends carrier transfer, and checks for compliance
  • Identifies new exposures and develops cross sell opportunities
  • Communicates with producer and team regarding client
  • Analyzes client data to determine client needs
  • Answers underwriting questions and help negotiate pricing and products
  • Primary contact with client, besides producer
  • Uses independent judgement to conceptualize solutions for client needs
  • Ability to build good working relationships with clients and team members to work as a part of a team

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

3%

1 year growth

15%

2 year growth

63%