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Foundation Risk Partners · 2 weeks ago

Commercial Lines Account Manager - Surety

Orange, CA

Full-time

Onsite

Mid, Senior Level

$80K/yr - $90K/yr

5+ years exp

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking a Commercial Lines Account Manager - Surety. This role focuses on delivering exceptional customer service while managing Surety bond requirements and compliance, ensuring a positive client experience through effective risk management and communication.

InsuranceRisk Management

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

Qualification

Active P&C LicenseSurety experienceEpic agency managementSurplus/excess lines experienceComputer skillsOrganizational skillsVerbal communicationWritten communicationNegotiation skills