Associate Account Manager

Foundation Risk Partners • Orange, CA

10d • Onsite

About The Position

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Associate Account Manager to their SIP Insurance team in Orange, CA. This role involves handling and processing new and renewal commercial lines business and claim inquiries, initiating cross-sell opportunities, and providing in-house customer service support.

Requirements

• Self-starter with strong initiative, creativity, and excellent verbal and written communication skills.
• Thorough understanding of commercial lines underwriting, coverages, and policy administration.
• Proficient in computer keyboarding and data entry, with a high level of accuracy and attention to detail.

Responsibilities

• Input customer applications into the agency management system using carrier rating applications.
• Assemble applications, schedules, loss runs, photos, appraisals, and other supporting documentation for submission to insurance carriers for policy issuance.
• Review new and renewal policies for accuracy in rating, coverage, and policy details. Ensure policies are delivered or mailed to clients. Advise the service representative when premium increases are 10% or greater.
• Monitor the renewal process by verifying that all policies listed on expiration reports have been renewed, rewritten, remarketed, or otherwise addressed.
• Respond to phone calls from clients and insurance carriers regarding certificates of insurance, evidences of property, and other policy-related documentation. Issue documents according to agency procedures.
• Maintain a suspense system to track outstanding orders, correspondence, reports, and overdue items requiring follow-up.
• Manage carrier interactions in accordance with agency standards.
• Update agency systems for policy cancellations and reinstatements based on agency reports.
• Follow up on requests for additional information, audits, loss runs, inspections, and other outstanding items.
• Handle routine correspondence between insurance carriers, the agency, and insured clients.
• Maintain familiarity with and adhere to agency Errors & Omissions (E&O) guidelines.
• Maintain electronic and/or paper files in an organized and up-to-date manner.
• Perform special projects and other duties as assigned by management.

Benefits

• medical
• vision
• dental
• 401(k) with company match
• company paid life insurance
• STD
• LTD
• generous PTO policy starting at 18 days per year
• 10 paid holidays
• 2 floating holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed