Foundation Risk Partners is adding an experienced Commercial Lines Account Manager to their Acentria team. The Account Manager leads the team in developing strategy for retention of renewals and new business acquisition, interacts with clients and team members, and performs various duties to establish, service, and maintain accounts.
Requirements
- 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
- 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
Benefits
- Medical
- Vision
- Dental
- 401(k) with company match
- Company paid life insurance
- STD
- LTD
- PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays