Commercial Lines Account Executive

Foundation Risk Partners•Eureka, CA

1d•$55,000 - $75,000

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 Eureka, CA Metro Region. Job Summary: We’re looking for a dynamic professional to join our Small Business Unit (SBU) team in a role that blends account management with growth opportunities. Responsibilities include advanced communication skills, strong knowledge of insurance products, retaining an assigned book of business, as well as quoting and binding new policies for new and existing commercial lines accounts. Note: This position offers a significant opportunity to sell and develop new business, making it ideal for individuals who enjoy building relationships and driving revenue growth.

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 change requests, researching billing questions, invoice and collection of premium for agency-billed policies, creating summaries of insurance, updating agency management system with all insured and carrier interactions, assisting claims department as necessary, maintaining good working relationship with carriers, and renewing policies for assigned accounts
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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