Commercial Lines Account Manager

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 ID cards.
• 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 PowerPoint 
• 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