Foundation Risk Partners
Company & Role
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Atlantic Pacific Insurance team in Palm Beach Gardens, FL. Job Summary
The Commercial Lines Account Manager performs essential functions that support Producers and clients with service needs and account changes. The role requires meeting service and sales delivery standards to achieve agency quality and service goals. Essential Functions
Provide technical support by analyzing client needs, coverage forms and quotations. Occasionally accompany Producer on prospect and client meetings. Complete applications for house accounts, request applications from Producer accounts and submit to carriers; follow up to ensure timely receipt of quotations and policies. Order and issue binders, certificates, policies, endorsements and other related items; verify accuracy; forward to client with appropriate correspondence. Determine if direct or agency billing is appropriate and invoice accordingly. Prepare summaries of insurance, schedules and proposals as needed. Process renewals in coordination with Producers or house accounts according to agency procedures. Review audits of policies; verify accuracy and facilitate corrections between client and carrier. Verify policy and policy change information, facilitating corrections when necessary. Process incoming mail and phone requests, responding promptly and appropriately. Determine reasons for cancellation requests; act to save accounts; notify Producer prior to cancellation. Process and follow up on cancellation requests to carriers to ensure accurate, timely resolution; maintain agency financial equity whenever possible. Assist clients in submitting first reports of claims, facilitate prompt response from carrier staff and follow up on claims status according to agency procedures. Identify exposure to loss and recommend appropriate coverages in coordination with Producer. Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities. Attempt to round out accounts offering other lines of insurance. Reconcile expired list and receivables monthly. Attend all training offered by the company. Competencies & Qualifications
Two years of related work experience or relevant coursework. Positive, enthusiastic personality. Good oral and written communication skills. Education & Experience
High School Diploma or GED (two years college or equivalent work experience preferred). Minimum 3+ years insurance experience preferred. Must possess state required 4-40, 2044 or 2-20 insurance license. Disclaimer
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO)
Foundation Risk Partners provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits
Foundation Risk Partners offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays.
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Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Atlantic Pacific Insurance team in Palm Beach Gardens, FL. Job Summary
The Commercial Lines Account Manager performs essential functions that support Producers and clients with service needs and account changes. The role requires meeting service and sales delivery standards to achieve agency quality and service goals. Essential Functions
Provide technical support by analyzing client needs, coverage forms and quotations. Occasionally accompany Producer on prospect and client meetings. Complete applications for house accounts, request applications from Producer accounts and submit to carriers; follow up to ensure timely receipt of quotations and policies. Order and issue binders, certificates, policies, endorsements and other related items; verify accuracy; forward to client with appropriate correspondence. Determine if direct or agency billing is appropriate and invoice accordingly. Prepare summaries of insurance, schedules and proposals as needed. Process renewals in coordination with Producers or house accounts according to agency procedures. Review audits of policies; verify accuracy and facilitate corrections between client and carrier. Verify policy and policy change information, facilitating corrections when necessary. Process incoming mail and phone requests, responding promptly and appropriately. Determine reasons for cancellation requests; act to save accounts; notify Producer prior to cancellation. Process and follow up on cancellation requests to carriers to ensure accurate, timely resolution; maintain agency financial equity whenever possible. Assist clients in submitting first reports of claims, facilitate prompt response from carrier staff and follow up on claims status according to agency procedures. Identify exposure to loss and recommend appropriate coverages in coordination with Producer. Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities. Attempt to round out accounts offering other lines of insurance. Reconcile expired list and receivables monthly. Attend all training offered by the company. Competencies & Qualifications
Two years of related work experience or relevant coursework. Positive, enthusiastic personality. Good oral and written communication skills. Education & Experience
High School Diploma or GED (two years college or equivalent work experience preferred). Minimum 3+ years insurance experience preferred. Must possess state required 4-40, 2044 or 2-20 insurance license. Disclaimer
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO)
Foundation Risk Partners provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits
Foundation Risk Partners offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays.
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