Commercial Lines Account Manager
About The Position
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their George Petersen Insurance Agency team in Santa Rosa, CA Metro Region. Job Summary: As an Account Manager, you’ll manage client relationships, oversee policy renewals, and ensure coverage meets evolving business needs. This position is ideal for someone who thrives in a fast-paced environment, values client service, and enjoys collaborating with a team to provide tailored risk management strategies.
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
Nice To Haves
- Knowledge of Applied Epic is highly preferred
- High school diploma, college degree preferred
Responsibilities
- Service Commercial Lines accounts as assigned
- Provide administrative and clerical support to producers.
- Assist in premium collection per agency procedures
- Serve as liaison between clients and insurance companies, including issues involving billing, policy changes, cancellations, claims, etc.
- Prioritize work load including
- Review applications, policies, endorsements, audits, cancellations for accuracy
- Assist clients with policy changes, coverage and accounting questions, resolves problems
- Prepare proposals and financial contracts
- Bind coverage
- Invoice policies and endorsements as particular to the line of insurance
- Follow up on new and renewal quotes
- All other service issues
- Researches and resolves problems and concerns of clients regarding billing, policy changes, cancellations, claims, etc.
- Assist producers with renewals for current clients per company procedure.
- Market accounts 90 days from the effective date.
- Assist producers in identifying additional areas of coverage needed
- Review quotations for accuracy of coverages/limits
- Assist with negotiating quotes with carriers when necessary
- Maintain agency management system with both written and verbal communication of all transactions
- Assists in training new commercial Account Managers, as needed.
- Assist other agency departments in securing and/or providing necessary information on mutual clients
- Participate in seminars and classes for skill and knowledge development
- All other duties as assigned.
- Employees are responsible for adherence to the stated expectations of the E&O Plus Quality Management Program.
- 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
