Foundation Risk Partners

Commercial Lines Account Manager

Remote

Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, BrokerageIndustries

Position Overview

  • Company: Foundation Risk Partners
  • Location Type: Not Specified
  • Employment Type: Not Specified
  • Salary: Not Specified

Job Summary: The Commercial Lines Account Manager Collaborates with the team to consistently deliver high-quality customer service and ensures service standards including execution, delivery and retention are achieved. Provide efficient, professional, and courteous service to clients, by phone, in writing and in person. The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.

Essential Duties & Responsibilities

  • Oversees all aspects of policy lifecycle from inception to renewals.
  • Manages all P&C accounts, including recording, auditing, and maintaining account records.
  • Interacts with clients, prospects, carrier underwriters, finance companies, colleagues, and corporate finance regarding P&C account management.
  • Completes special projects and performs additional duties and responsibilities as assigned.

Job Competencies

Knowledge:

  • Strong knowledge of P&C coverage, carriers, and marketplace in a broker environment.
  • Knowledge of Agency Management Systems (AMS360) processes.
  • Knowledge and experience in the Health Care industry (preferred).

Skills:

  • Strong marketing experience and carrier relationships.
  • Excellent written, oral, and email communication skills.
  • Excellent organizational skills and ability to multi-task.
  • Strong computer literacy; proficiency in Microsoft Suite (Excel, Word, Access, and Outlook).
  • Analytical, problem-solving, and research skills.

Attitude:

  • Maintains steadfast commitment to customer service.
  • Strong sense of accuracy and attention to detail.
  • Self-starter who takes initiative and can be effective with minimum supervision.
  • Team player and willingness to provide backup regarding department responsibilities.

Education & Experience

  • Education: Associates degree or equivalent preferred
  • Experience: 3-5 years experience in P&C Account Management is preferred. Desirable experience with Health Care accounts.

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)

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability.

Skills

P&C coverage
Carrier relationships
Agency Management Systems (AMS360)
Microsoft Office Suite (Excel, Word, Access, Outlook)
Organizational skills
Communication skills
Problem-solving
Research skills
Customer service

Foundation Risk Partners

Insurance brokerage and consulting services

About Foundation Risk Partners

Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.

Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation

Risks

Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.

Differentiation

Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.

Upsides

AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.

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