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Associate Account Manager

Foundation Risk Partners
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Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a dedicated and personable Associate Account Manager their growing KMRD team in their Warrington, PA office.

Mission:

The Associate Account Manager is an entry-level position that is responsible for providing exceptional services that are impactful to our clients. This is a collaborative, client facing role that provides the opportunity to further develop your knowledge on the industry and gain your PA Property & Casualty License.

Job Summary:

Our Associate Account Managers and Account Managers are responsible for the daily needs of our clients and work closely with our “Risk Managers” in implementing and monitoring KMRD’s Service Plan. Therefore, this is a key person that is responsible for executing what we commit to in the sales process and act as our clients “outsourced risk manager”.

Job Responsibilities:

  • Preparing Submissions (Once Licensed)
  • Negotiating Price and Coverage Details with Underwriters (Once Licensed)
  • Prepare Draft Proposals for the Risk Manager
  • Invoicing
  • Negotiate Premium Financing for Clients
  • Review Policies and Endorsements
  • Process Requested Changes in Coverage (Once Licensed)
  • Ensure KMRD’s Service Plans are delivered timely and effectively
  • Issue Certificate of Insurance
  • Issue Auto ID Cards
  • Assist with Contract Reviews
  • Perform Experience Mod Projections / Reviews
  • Provide Bid and Accrual Support
  • Prepare Loss Sensitive Adjustment Projections and Reviews
  • Review Audits
  • Assist in the Coordination of Loss Control and Claims Support

Outcomes

  • Customer Driven Attitude
  • Anticipating Client Needs
  • Listening Skills
  • Insurance Company Rapport
  • Managing Timeframes
  • Policy Review Accuracy

Success Factors

  • Effectiveness in providing value added services that are meaningful to the customer
  • Display a pro-active approach in managing client relationships by anticipating needs, formulating well-structured solutions, and effectively communicating these ideas.
  • Consistently probing for and subsequently identifying the decision-making criteria of the customer.
  • Invests the time to develop relationships with our insurance company partners.
  • The ability to manage various timeframes.
  • Preparing policy reviews accurately

Company Core Values

  • Respectful Relationships: Is always respectful of KMRD Employees, Customers and Vendors. Treats people the way they want to be treated without exception.
  • Can Do: Takes “can do” attitude and goes the extra mile. Is extremely flexible, has the highest level of service orientation and demonstrates the ability to “think outside the box” when problem solving.
  • Keep Improving: Is constantly trying to improve themselves and the processes they are involved with. Embraces technology and new approaches and explores new methods and new ideas for improving processes.
  • Built on Integrity: Is honest in every respect without exception. Operates in an environment of no secrets. Is an open book to other KMRD Employees, Customers and Vendors.

Competencies

  • Job Knowledge: Possesses working knowledge of all phases of the job and the various techniques and skills for efficient completion of tasks. Remains up-to-date on changes related to the job
  • Flexibility / Adaptability: Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
  • Attention to Detail: Does not let important details slip through the cracks or derail a project.
  • Calm Under Pressure: Maintains stable performance when under heavy pressure or stress.
  • Problem Solving and Decision Making: The degree to which the individual thoroughly researches and analyzes information, recommends practical solutions, develops effective preliminary plans for implementing recommendations, and involves others in the decision-making process at the appropriate time.
  • Honesty / Integrity: Does not cut corners ethically. Earns trust and maintains confidences. Does what is right, not just what is politically expedient. Speaks plainly and truthfully.
  • Creativity / innovation: Generates new and innovative approaches to problems.
  • Communication: Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including e-mail.
  • Enthusiasm: Exhibits passion and excitement over work. Has a can-do attitude.
  • Organization and Planning: Plans, organizes and schedules projects in an efficient, productive manner. Focuses on key priorities.
  • Teamwork: Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
  • Work Ethic: Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.

Qualifications:

Education / Experience:

  • Bachelor’s degree from a 4 year college or Equivalent Job Experience
  • Willingness to study for and pass PA Property & Casualty License Exam

General Skills/ Abilities:

  • Desire to Learn
  • Excellent Organization Skills:
  • Attention to detail – we take this to a whole new level
  • Focus and ability to accomplish complex tasks
  • Delegation and coordination skills
  • Computer oriented.
  • Ability to operate in a paperless environment.
  • Knowledge of coverage or an orientation / intellectual curiosity for coverage concepts (Preferred)

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!