Back to jobs
tags.new

Commercial Lines Account Manager

West Palm Beach, Florida, United States

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 the essential functions of the position, which include aiding Producers and clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meet service and sales delivery standards and perform essential functions to the quality and service standards developed by the agency.

Essential Functions:

  • Provide technical support; specifically in 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. Submit applications to eligible and appropriate carriers; follow up to ensure timely receipt of quotations and policies.
  • Order and issue binders, certificates, policies, endorsements and other related items; verify their accuracy; forward them 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, as needed, 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 requests for cancellations; act to save accounts; notify Producer prior to cancellation.
  • Process and follow up on cancellation requests to carriers to ensure accurate and timely resolution; maintain agency in 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 work flow 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):

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!

Create a Job Alert

Interested in building your career at Acentria Insurance? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Phone
Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf


Select...
Select...
Select...
Select...
Select...
Please select all insurance licensures you currently maintain
Select...

If yes, you can always opt-out by replying STOP at any time.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Acentria Insurance’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.