Commercial Lines Account Manager - Surety

Foundation Risk Partners•San Francisco, CA

2h•$80,000 - $90,000•Onsite

About The Position

Foundation Risk Partners (FRP) is seeking a Commercial Lines Account Manager - Surety to join their team in the San Francisco, CA Metro Region. This role focuses on delivering exceptional customer service and meeting service standards for Surety accounts. The Account Manager will provide efficient, professional, and courteous service to clients via phone, email, and in person, with a strong emphasis on Surety bond requirements and compliance. The position involves managing risk through open communication, adherence to policies, and a commitment to ethical practices. The Account Manager will identify, assess, manage, monitor, and report on various risks while operating within the agency's risk appetite to achieve results.

Requirements

Active P&C License in the State of California
5+ years of industry experience, with a strong background in Surety and Commercial Lines
Experience with Epic agency management system
Surplus/excess lines experience
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

Responsibilities

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