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Foundation Risk Partners · 3 months ago

Commercial Lines Account Manager

Orlando, FL

Full-time

Onsite

Mid, Senior Level

5+ years exp

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 Foundation Risk Partners of FL team. The Commercial Lines Account Manager works closely with the Producer and Marketing to analyze risk exposure and provide insurance solutions, while also managing day-to-day customer service activities for assigned accounts.

InsuranceRisk Management

Responsibilities

Assist in developing retention strategy with Producer and Marketing

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

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

Perform other duties as requested or required

Qualification

2-20 Property & Casualty License5+ years' experienceARM designationAAI designationCPCU designationCIC designationAnalytical skillsMulti-taskingProblem solvingDecision makingCommunication skillsOrganizational skillsTime managementRelationship building