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Foundation Risk Partners · 1 day ago

Commercial Lines Account Manager

Sacramento, CA

Full-time

Hybrid

Mid, Senior Level

$70K/yr - $90K/yr

5+ years exp

Foundation Risk Partners is one of the fastest-growing insurance brokerage and consulting firms in the U.S., seeking a Commercial Lines Account Manager for their Northern California team. The role involves managing client relationships, overseeing policy renewals, and ensuring coverage meets business needs while providing tailored risk management strategies.

InsuranceRisk Management

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

Qualification

Insurance industry experienceProperty & Casualty LicenseApplied Epic knowledgeMicrosoft Office proficiencyClient service orientationVerbal communication skillsWritten communication skillsNegotiation skillsAttention to detailTeam collaboration

Required

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