Commercial Lines Account Executive
About The Position
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Commercial Lines Account Executive in the Small Business Unit to their George Petersen Insurance Agency team in Santa Rosa, CA Metro Region. Job Summary: This position is a hybrid of a Commercial Account Executive and a Commercial Producer in the Small Business Unit (SBU). Responsibilities include advanced communications skills, knowledge of insurance products, retaining assigned book of business, as well as quoting and binding new policies for new and existing commercial lines accounts.
Requirements
- 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
- Minimum of 5 years related experience in the insurance industry
- Property & Casualty License
- High school diploma, college degree preferred
Nice To Haves
- Knowledge of Applied Epic is highly preferred
Responsibilities
- Review existing commercial accounts for cross-selling opportunities and gaps in coverage to help eliminate E&O exposures.
- Daily servicing of assigned commercial accounts including phone call and email communication with insureds, discussing coverages with insureds, processing changes requests, researching billing questions, invoice and collection of premium for agency bill policies, creating summaries of insurance, updating agency management system with all insured and carrier interactions, assist claims department as necessary, and maintaining good working relationship with carriers.
- Prioritize workload and/or request assistance as required. Includes keeping email, open activities, and daily documents current based on agency standards.
- Quote and bind new business from call-ins or referrals from other agency staff.
- Setup new accounts in agency management system at the beginning of the quoting process and complete account setup once the account is bound.
- Conduct client and prospect appointments both in-house or offsite.
- Assist other departments in cross-selling, account rounding, and securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
- The employee is responsible for adherence to the agency procedures and processes
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!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
