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 growing Northern California team! This is a hybrid role working from any of FRP's California locations. 

Job Summary

The Commercial Lines Account Manager Collaborates with the team to consistently deliver high-quality customer service and ensures service standards including execution, delivery and retention are achieved. Provide efficient, professional, and courteous service to clients, by phone, in writing and in person.

The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Insurance Agency’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Essential Duties & Responsibilities

• Provide daily administrative support, including gathering and preparing renewal information (loss runs, driver lists, experience mod worksheets).
• Process endorsement requests, certificates of insurance, evidence of insurance, cancellations, and other assigned support duties.
• Handle operations tasks related to new/existing accounts, risk management, marketing support, and order entry.
• Ensure timely and accurate execution of transactions and maintain documentation to agency standards.
• Communicate with clients occasionally to keep them informed about insurance matters.
• Educate and coach business partners on insurance products, compliance, and operational duties.
• Invoice applicable accounts and process premiums as required.
• Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements.
• Review expiration lists prior to renewal for customer contact and improved retention.
• Update client information in the agency system according to department procedures.

Minimum Qualifications

• P&C License in the State of California (required)
• High School diploma or equivalent (required)
• 5+ years of industry experience
• Epic system experience (required)
• Surplus/excess lines experience (required)
• Ability to work independently with limited supervision
• Strong organizational skills to prioritize and manage multiple tasks
• Intermediate computer skills (Microsoft Word, Excel, PowerPoint)
• Excellent verbal and written communication and negotiation skills
• Ability to follow written and oral instructions and resolve client/vendor issues effectively