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Acentria Insurance · 3 days ago

Commercial Lines Account Manager

Lakeland, FL

Full-time

Onsite

Mid Level

3+ years exp

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is seeking an experienced Commercial Lines Account Manager to join their Acentria team. The role involves leading the strategy for retention of renewals and new business acquisition, providing support to clients, and managing accounts effectively.

Auto InsuranceCommercial InsuranceEmployee BenefitsHealth InsuranceInsuranceLife InsuranceProperty Insurance

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

Works with team to develop marketing strategy and may submit to market

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

Qualification

Property & Casualty licenseInsurance agency management softwareClient relationship managementData analysisMultitaskingOrganizational skillsProblem solvingVerbal communicationWritten communication