- Страна
- США
- Зарплата
- 75 000 $ – 90 000 $
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Commercial Lines Account Manager
Высокий балл обусловлен отличной репутацией работодателя, прозрачной вилкой зарплаты и расширенным пакетом льгот (401k, страхование, 18+ дней отпуска). Удаленный формат работы во Флориде добавляет привлекательности.
Сложность вакансии
Роль требует наличия действующей лицензии P&C и 3-5 лет опыта работы в агентстве, что отсеивает новичков. Основная сложность заключается в необходимости глубокого знания системы EPIC и умения самостоятельно вести переговоры со страховыми компаниями.
Анализ зарплаты
Предложенная зарплата в $75,000 – $90,000 полностью соответствует рыночным стандартам для опытных аккаунт-менеджеров в сфере коммерческого страхования во Флориде. Верхняя граница диапазона даже несколько превышает средние показатели для специалистов среднего звена.
Сопроводительное письмо
I am writing to express my interest in the Commercial Lines Account Manager position at Acentria. With over five years of experience in agency management and a deep proficiency in Applied EPIC, I have a proven track record of developing successful retention strategies and managing complex commercial renewals. My background in gathering client data, negotiating with underwriters, and identifying cross-sell opportunities aligns perfectly with the goals of Foundation Risk Partners.
I am particularly drawn to Acentria because of your reputation as a 'Best Agency to Work For.' I pride myself on my ability to work independently of producers when placing risk while maintaining strong, professional relationships with both clients and carriers. Holding a valid P&C license and having managed diverse commercial portfolios, I am confident in my ability to contribute to your team's continued success and provide the high-level service your clients expect.
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Описание вакансии
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an experienced *Commercial Lines Account Manager* to theirAcentria team.
Location: Remote. Must reside in FL
Job Summary:
The Commercial Lines Account Manager leads the team closely in conjunction with the Producer in developing strategy for retention of renewals and new business acquisition. This position regularly exercises discretion and independent judgement on accounts including product and pricing determinations, affecting, interpreting and implementing various company policies. The Account Manager interacts and provides professional support to clients and team members. The Account Manager initiates renewal process including preparing submission to proposing and binding coverages as needed. This position also performs all other duties required to establish, service, and maintain accounts.
Essential Functions:
- 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
- Works with team to develop marketing strategy and may submit to market
- 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
- Primary contact with client, besides producer
- Uses independent judgement to conceptualize solutions for client needs
- Ability to build good working relationships with clients and team members to work as a part of a team
Competencies & Qualifications:
- Strong organizational, multitask, motivational, problem solving, detail oriented, verbal, written, and self-discipline skills
- Proficient in insurance agency management software (EPIC) and Microsoft products
Education & Experience:
- State issued Property & Casualty insurance license is required
- College degree or equivalent work experience
- 3-5+ years agency experience in designated field
Why settle for less, come work for the best!
As a Foundation Risk Partners Company, Acentria Insurance was named Best Agency to Work For (Insurance Journal) and Insurance Industry Employer of Choice for four straight years! Our goal is to provide an environment that fosters both personal and professional growth - while creating a workplace that feels like home.
This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.
Pay Transparency Range
$75,000—$90,000 USD
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!
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Навыки
- Commercial Lines Insurance
- Applied EPIC
- Property & Casualty License
- Microsoft Office
- Underwriting
- Customer Relationship Management
- Negotiation
- Risk Management
Возможные вопросы на собеседовании
Проверка технической грамотности и опыта работы с основным инструментом агентства.
Расскажите о вашем опыте работы в системе Applied EPIC: как вы используете её для управления рабочими процессами и отчетностью?
Оценка способности кандидата удерживать клиентов и мыслить стратегически.
Опишите ваш подход к разработке стратегии продления для крупного коммерческого клиента с плохой историей убытков.
Проверка навыков ведения переговоров и знания рынка.
Можете ли вы привести пример ситуации, когда вам удалось успешно договориться с андеррайтером о более выгодных условиях для клиента?
Оценка умения работать в связке с отделом продаж.
Как вы выстраиваете взаимодействие с продюсером (Producer) для обеспечения баланса между обслуживанием текущих счетов и привлечением нового бизнеса?
Проверка внимательности к деталям и управления рисками.
Каков ваш процесс проверки страховых полисов на соответствие требованиям контракта клиента?
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- Страна
- США
- Зарплата
- 75 000 $ – 90 000 $