Small Commercial Lines Account Manager

Foundation Risk Partners•Santa Clarita, CA

6d•$65,000 - $80,000•Onsite

About The Position

Foundation Risk Partners is seeking a Small Business Commercial Lines Account Manager for their LBW team in Valencia, CA. The Account Manager will be responsible for servicing a portfolio of small business commercial accounts, supporting P&C Producers with daily account management, and guiding clients to meet their insurance needs. This role requires a strong understanding of commercial coverages, excellent organizational skills, and the ability to manage servicing tasks independently while collaborating with internal teams, carriers, and vendors.

Requirements

Active CA Property & Casualty Insurance license
Experience handling multiple lines of Commercial Insurance
Solid understanding of insurance products, markets, underwriting, and rating procedures
Advanced ability to analyze complex insurance situations and communicate recommendations clearly
Strong negotiation, presentation, and client‑service skills
Proficiency in Microsoft Outlook, Word, Excel, and Vertafore AMS360
Ability to multi‑task, work independently, and take ownership of client servicing
Comfortable working in a fast‑paced, team‑oriented environment
Excellent attendance and reliability expected
Ability to lead servicing efforts and direct others when necessary

Responsibilities

Provide technical and service support to P&C Producers, with a focus on small business commercial clients
Manage client needs including coverage analysis, policy interpretation, endorsements, and quotations
Accompany P&C Producers on client and prospect meetings as requested
Complete and submit client applications; market accounts to appropriate carriers and follow up on quotations, endorsements, and policies
Order, issue, and verify binders, certificates, policies, and endorsements; ensure accurate delivery to clients with appropriate correspondence
Determine appropriate billing method (direct, agency, or premium financing) and invoice accordingly
Prepare summaries of insurance, proposals, schedules, and premium allocations
Process renewals according to agency procedures; occasionally take a lead role in renewal strategy, marketing, carrier negotiations, and client meetings
Review audits for accuracy and facilitate corrections between carriers and clients
Process incoming mail, emails, and phone requests promptly and professionally
Apply agency credit and collection policies, pursue timely payments, and request cancellations when necessary
Analyze cancellation requests, act to retain accounts when possible, and notify P&C Producers
Identify potential exposures to loss and recommend appropriate coverages in coordination with Producers
Maintain strong working relationships with clients, carriers, vendors, and internal team members
Stay current on industry trends, legislation, coverage changes, and insurance technology