Foundation Risk Partners · 2 weeks ago
Commercial Lines Manager
Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking a Commercial Lines Manager for their Balsiger Insurance team. The role involves supervising a team of Account Managers and Account Assistants, ensuring compliance with company policies while maintaining a book of business as a commercial lines account manager.
InsuranceRisk Management
Responsibilities
Fully knowledgeable of all process, procedures and best practices for Commercial Lines insurance servicing
Fully knowledgeable of data and EPIC agency management programs
Lead and direct Commercial Lines Account Managers and Account Assistants and provides support to such positions to ensure that best practices are being followed, service timelines are met, and quality of all work meets company standards
Trains, mentors and reviews performance of Account Managers and Account Assistants
Monitors workload of staff on a regular basis and make adjustments to re-distribute work as needed
Assists staff with analyzing account problems and finding appropriate solutions
Facilitating communication between Account Managers and Producers to ensure teams are collaborating effectively
Design and implement strategic planning of long or short-term department objectives
Works with Insurance carriers to solve problems, negotiate short and long term goals and set strategy for placement of business. Communicate this information in a timely manner to the producers and principals
Interprets and implements departmental policies and procedures
Manages a book of commercial lines business, therefore has all the duties of a Commercial Lines Account Manager
Create and lead renewal discussions and meetings to go over business results
Other duties may be assigned to meet business needs
Qualification
Required
At least 7 years of recent Commercial Lines Account Management experience
5 years of people management experience
Demonstrated success in overall customer service
Knowledge of Insurance Marketplace, Carriers and resources to place business with
Bachelor's degree or equivalent of experience
Appropriate insurance agent's license required
Intermediate to advanced-level proficiency with Microsoft Office Products: Excel, Word, and Outlook
Ability to work with internal and external clients at all levels
High level of organization ability
High degree of self-discipline and motivational skills
Ability to follow processes and procedures and help develop new processes and procedures to help the company become more efficient
Solution driven problem solving skills and proven analytical skills
Must be detail-oriented
Must possess the ability to work independently, applying education and professional experience to achieve outstanding results
Ability to understand and manage complex projects while working under tight schedules and deadlines
Team player with a strong work ethic
Effective, professional verbal and written communication skills
Demonstrates considerable tact, diplomacy, discretion and judgment with ability to build and maintain effective interpersonal relationships
High level of maturity and stability with an 'optimistic' approach
A self-starter with an entrepreneurial approach and hands-on experience
Preferred
Bachelor's degree preferred
Professional designations; CPCU, CISR preferred
EPIC software proficiency preferred, but not required
Benefits
Medical
Vision
Dental
401(k) with company match
Company paid life insurance
STD
LTD
Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
Company
Foundation Risk Partners
Foundation Risk Partners is born of decades of insurance expertise and leadership.
Funding
Current Stage
Late StageTotal Funding
$2MKey Investors
Barings
2022-08-09Acquired
2020-09-01Debt Financing· $2M
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