Commercial Lines Account Manager

Location: Warrington

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Commercial Lines Account Manager to their KMRD Partners team in Warrington, PA.

Job Summary:

As an Account Manager, you'll manage client relationships, oversee policy renewals, and ensure coverage meets evolving business needs. This position is ideal for someone who thrives in a fast-paced environment, values client service, and enjoys collaborating with a team to provide tailored risk management strategies.

Essential Functions:

* Serve as the primary liaison between clients, carriers, and producers for billing, policy changes, cancellations, claims, and general inquiries.

* Address and resolve client questions, service issues, and coverage or accounting concerns.

* Prepare marketing submissions and market accounts approximately 90 days prior to renewal.

* Negotiate pricing, terms, and coverage details with underwriters.

* Prepare proposals and financial contracts, present draft proposals to producers/risk managers, and bind coverage as authorized.

* Review applications, quotes, policies, endorsements, and audits for accuracy and alignment with negotiated coverage.

* Process requested policy changes, endorsements, and ensure timely follow‑through with carriers.

* Invoice policies and endorsements; assist with premium collection in accordance with agency procedures.

* Coordinate and manage premium financing when required.

* Maintain complete and accurate documentation of all transactions and communication in the agency management system.

* Issue certificates of insurance and Auto .

* Assist with insurance-related contract reviews.

* Perform experience mod projections and reviews for workers compensation.

* Prepare loss sensitive program projections and reviews.

* Provide bid and accrual support for clients.

* Review audits and facilitate corrections when necessary.

* Assist with coordination of loss control services and support claims activity.

* Follow up on new business and renewal quotes and help identify additional coverage needs.

* Provide administrative and clerical support to producers.

* Assist in training new Commercial Account Managers.

* Collaborate with other departments to gather and share information for mutual clients.

* Participate in continuing education, seminars, and skill development activities.

* Adhere to agency procedures, processes, and E&O Quality Management expectations.

* Perform all other duties as assigned.

Competencies &

Qualifications:

* Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner

* Must be able to work independently with limited supervision

* Must be able to prioritize and effectively manage multiple tasks at once

* Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and Power Point

* Strong verbal and written communication and negotiation skills

* Ability to deal with problems involving clients and staff, as well as vendors

* Ability to demonstrate attention to detail with high degree of accuracy

* Ability to multitask and prioritize a variety of activities

* Ability to demonstrate a "client first" attitude

* Ability to work on a team effectively

Education & Experience:

* Minimum of 5 years related experience in the insurance industry

* Knowledge of Applied Epic is highly preferred

* High school diploma, college degree preferred

* Property & Casualty License