Associate Account Manager

Foundation Risk Partners • Orange, CA

11d • $50,000 - $55,000 • Onsite

About The Position

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a 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

• Must be a self-starter with strong initiative, creativity, and excellent verbal and written communication skills.
• Should possess a thorough understanding of commercial lines underwriting, coverages, and policy administration.
• Must be 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