Foundation Risk Partners · 22 hours ago
Commercial Lines Account Manager
Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, seeking a Commercial Lines Account Manager for their KMRD Partners team in Warrington, PA. The role involves managing client relationships, overseeing policy renewals, and ensuring coverage meets evolving business needs in a fast-paced environment.
InsuranceRisk Management
Responsibilities
Serve as the primary liaison between clients, carriers, and producers for billing, policy changes, cancellations, claims, and general inquiries
Address and resolve client questions, service issues, and coverage or accounting concerns
Prepare marketing submissions and market accounts approximately 90 days prior to renewal
Negotiate pricing, terms, and coverage details with underwriters
Prepare proposals and financial contracts, present draft proposals to producers/risk managers, and bind coverage as authorized
Review applications, quotes, policies, endorsements, and audits for accuracy and alignment with negotiated coverage
Process requested policy changes, endorsements, and ensure timely follow‑through with carriers
Invoice policies and endorsements; assist with premium collection in accordance with agency procedures
Coordinate and manage premium financing when required
Maintain complete and accurate documentation of all transactions and communication in the agency management system
Issue certificates of insurance and Auto ID cards
Assist with insurance-related contract reviews
Perform experience mod projections and reviews for workers compensation
Prepare loss sensitive program projections and reviews
Provide bid and accrual support for clients
Review audits and facilitate corrections when necessary
Assist with coordination of loss control services and support claims activity
Follow up on new business and renewal quotes and help identify additional coverage needs
Provide administrative and clerical support to producers
Assist in training new Commercial Account Managers
Collaborate with other departments to gather and share information for mutual clients
Participate in continuing education, seminars, and skill development activities
Adhere to agency procedures, processes, and E&O Quality Management expectations
Perform all other duties as assigned
Qualification
Required
Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner
Must be able to work independently with limited supervision
Must be able to prioritize and effectively manage multiple tasks at once
Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint
Strong verbal and written communication and negotiation skills
Ability to deal with problems involving clients and staff, as well as vendors
Ability to demonstrate attention to detail with high degree of accuracy
Ability to multitask and prioritize a variety of activities
Ability to demonstrate a 'client first' attitude
Ability to work on a team effectively
Minimum of 5 years related experience in the insurance industry
Property & Casualty License
Preferred
Knowledge of Applied Epic is highly preferred
High school diploma, college degree preferred
Benefits
Comprehensive range of health-related benefit options including medical, vision, and 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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