Acentria Insurance

Full-service insurance agency designing asset protection

Commercial Lines Account Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours

Full-timeMiami, FL, USANo salary listedIn-person

About the Job

Requirements

Strong organizational, multitasking, problem-solving, detail-oriented, verbal, written, and self-discipline skills.
Proficiency in insurance agency management software (EPIC) and Microsoft products.
Florida 2-20 Property and Casualty insurance license.
College degree or equivalent work experience.
Four to five years of agency experience.

Responsibilities

Develop retention strategy and new-business acquisition plans in meetings with the Producer.
Gather client data, including applications, loss runs, and inspections, for submission to the market.
Work independently of Producers on risk placement.
Attend marketing and carrier meetings.
Monitor and update open-item checklists and timelines.
Develop and maintain relationships with clients and carriers through daily service of endorsements and general coverage questions.
Communicate with the Producer and team regarding clients.
Analyze client data to determine client needs and identify potential exposures.
Answer underwriting questions and help negotiate pricing and products.
Initiate the renewal process, including preparing submissions and binding coverages.
Exercise discretion and independent judgment on accounts, including product and pricing determinations, and affect, interpret, and implement company policies.

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Acentria team in Miami, FL.

Job Summary:

The Commercial Lines Account Manager leads the team closely in conjunction with the Producer in developing strategy for retention of renewals and new business acquisition. This position regularly exercises discretion and independent judgement on accounts including product and pricing determinations, affecting, interpreting and implementing various company policies. The Account Manager initiates renewal process including preparing submission and binding coverages.

Essential Functions:

Develops retention strategy and new business acquisition meetings with producer
Gathers data from client: applications, loss runs, inspections etc to submit to market
Works independently of Producers on placement of risk
Attends marketing and carrier 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
Communicates with Producer and team regarding client
Analyzes client data to determine client needs and identify potential exposures
Answers underwriting questions and help negotiate pricing and products
Ability to build good working relationships with Producers and team members to work as a part of a team

Competencies & Qualifications:

Strong organizational, multitasking, problem solving, detail oriented, verbal, written, and self-discipline skills
Proficient in insurance agency management software (EPIC) and Microsoft products

Education & Experience:

Florida 2-20 P&C insurance license
College degree or equivalent work experience
4-5 years agency experience

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

About the Company

Acentria Insurance

Full-service insurance agency designing asset protection

Acentria Insurance is a full‑service insurance agency with over 50 years serving the Treasure Coast. It focuses on creating and managing a personalized portfolio of insurance and asset protection solutions for each client. The process works by meeting with clients, assessing their needs, and designing a tailored set of policies, then actively managing and advising on the portfolio to protect assets. The company differentiates itself through long local experience, a dedicated team, and a commitment to superior customer service aimed at providing customized advice rather than a one-size-fits-all approach. The goal is to help clients build and maintain an asset protection plan that fits their specific risks and circumstances.

Company size: 11-50
Company stage: Not listed
Total funding: Not listed
Headquarters: Stuart, FL
Founded: 1957

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