Commercial Lines Account Executive @Foundation Risk Partners

[Hiring] Commercial Lines Account Executive @Foundation Risk Partners

Mar 12, 2025 - Foundation Risk Partners is hiring a remote Commercial Lines Account Executive. 💸 Salary: $100,000 - $135,000 usd. 📍Location: USA.

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Role Description

This is a remote role with a preference on EST or CST hours.

Maintains and enhances the firm's relationships with existing clients by executing proactive, creative, and ongoing contact initiatives.
Collaborates with the team to consistently deliver high-quality customer service and ensures service standards including execution, delivery, and retention are achieved.
Builds and maintains key client and carrier relationships.
Responsible for the overall management, continued assistance with, and retention of an assigned book of business.
Helps drive improvement by looking for ways to deepen relationships.
Develops proactive, reciprocal calling and referral relationships with client relationship managers and sales officers to create planning strategies and opportunities.
Deals with enrollment process management; benchmarking, RFP process, and the marketing of clients' coverage, financial review, and coordination of onboarding for new customers.
Collaborates with producers and the marketing department gathering data for quotes and preparing quote request submissions; completing application for new business submissions.
Reviews, markets, and delivers renewals as needed; processes and reviews plan amendments.
Keeps current with carriers, products, and applicable legislation.
Pursues professional studies and maintains familiarity with trends in the industry and with new insurance products.
Must be able to profile clients and articulate complex concepts in an understandable way and converse with clients and their advisors convincingly.
Acts as backup for department personnel as necessary.

Service Responsibilities

Market renewal business as needed to provide the client with the most comprehensive coverage and competitive pricing.
Handle all client service requests according to agency standards, utilizing the support of a Technical Assistant if applicable.
Process incoming policies, assure accuracy of paper and electronic files, and transmit policies to clients.
Process endorsements in a timely manner; requests should be sent to carrier within 24 hours of receiving from client.
Follow up on all suspended items in accordance with agency procedures.
Handle incoming phone calls from clients and respond to requests in a timely manner; agency goal is to return calls within the same day.
Issue Binders, Certificates of Insurance, Evidences of Insurance, and Auto ID cards (all within the authority of the agency).
Invoice all agency bill items within agency-defined guidelines.
Prepare and transmit Schedules of Insurance as requested; goal is to update coverage prior to renewal.
Prepare and process premium finance agreements.
Provide Accounting Department with assistance in collecting accounts receivable.
Assure that work delegated to the Technical Assistant is completed accurately and professionally.
Document phone calls and attachments/activities to be added to client file in Epic.
Review accounts for the opportunity to “round out” and/or provide additional coverages.
Look for opportunities to expand the client relationship to write coverages within other departments (Personal Lines, Benefits, Life, etc.).

Qualifications

Bachelor's degree is required.
Applied Epic experience is required.
Required appropriate state resident insurance licenses for Property and Casualty Insurance.
3-5 years insurance experience.
Highly developed sales and presentation skills.
Proven experience in building strong internal and external client relationships.
Demonstrates strong problem-solving and organizational skills.
Demonstrated capability to handle multiple priorities and frequent work interruptions.
Proven teamwork abilities.
Working knowledge and use of all Microsoft Office Suite applications (Word, Excel, PowerPoint, etc.).

Benefits

Comprehensive range of health-related benefit options including medical, vision, and dental.
401(k) with company match.
Company paid life insurance, STD, LTD.
A generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays.

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Before You Apply

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📍	Be aware of the location restriction for this remote position: USA
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.

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Commercial Lines Account Executive @Foundation Risk Partners

Sales / Business

Salary 💸 $100,000 - $135,000 usd	Remote Location USA
Job Type full-time	Posted Mar 12, 2025

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📍	Be aware of the location restriction for this remote position: USA
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.

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[Hiring] Commercial Lines Account Executive @Foundation Risk Partners

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