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Foundation Risk Partners · 21 hours ago

Commercial Lines Account Manager

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking a Commercial Lines Account Manager to support their Insurance Office of Central Ohio team. The primary function of this position is to meet the overall insurance needs of clients by providing prompt, accurate, and professional service to maintain and grow the commercial lines book of business.

InsuranceRisk Management

Responsibilities

Provide exceptional day-to-day routine consultation, service, and support to insureds via phone and email

Provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts

Renewals, including remarketing of accounts

Responsible for the entire renewal process for all accounts serviced, provide detailed direction for assembling pertinent information necessary to complete applications, review applications for appropriate coverage

Check renewal list weekly for cancellations and provide information regarding cause

Increase retention by speaking with insureds, highlighting the features and benefits of products

Develop positive working relationships with clients and engage trust through open and communication while upholding an elevated level of professionalism

Review underwriting memos from carriers for mid-term business

Analyze and negotiate pricing, policy conditions, and terms; review all quotations with recommendations as to the best options for price, coverage, and risk alternatives

Handle complaints and provide appropriate solutions or alternatives; expedite correction adjustment; follow up to ensure resolution

Setup and coordinate EOI and COI requests with the assistance of our outsourcing company

Keep up to date and fully informed on all aspects of their accounts

Work with producers and potential clients, to quote new business accounts

Sign clients up for Client Management System Portal (EPIC)

Act as a coverage expert for multiple lines & carriers

Maintain up to date and accurate information and client correspondence within Client Management System (EPIC)

Document customer service actions and correspondence

Frequently replenish job-specific knowledge by participating in continuing education opportunities

Provide support to other members of the Customer Service Team when Service Team members are out of office (vacation/Sick)

Perform duties as assigned

Report claims to carriers

Qualification

Client service skillsAgency Commercial Lines experiencePropertyCasualty licenseEPIC system experienceWordExcel knowledgeCommunication skillsInterpersonal skillsSelf-motivated