What are the responsibilities and job description for the Commercial Lines Account Executive position at Foundation Risk Partners?
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Executive to their Acentria team.
Job Summary
The Account Executive interacts and provides professional support to clients and team members. This position also performs all other duties required to establish, service, and maintain accounts.
Essential Functions
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)
FRP 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
FRP 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!
Job Summary
The Account Executive interacts and provides professional support to clients and team members. This position also performs all other duties required to establish, service, and maintain accounts.
Essential Functions
- Works with team to develop marketing strategy and may submit to market
- Prepares new/renewal proposals
- Monitors and updates open items checklists/timelines
- Reviews contracts, recommends carrier transfer, and checks for lender compliance
- Communicates with producer and team regarding client
- Primary contact with client, besides producer
- Uses independent judgement to conceptualize solutions for client needs
- Develops and maintains strong relationships with clients, carriers and other team members through the daily service of endorsements and general coverage questions
- Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
- Proficient in insurance agency management software (EPIC) and Microsoft products
- Florida 2-20 P&C insurance license
- College degree or equivalent work experience
- 3 years of prior insurance experience
- EPIC experience a plus
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)
FRP 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
FRP 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!