Foundation Risk Partners · 10 hours ago
Commercial Lines Account Manager - Small Business Unit
Walnut Creek, CA
Full-time
Onsite
Mid, Senior Level
$65K/yr - $75K/yr
5+ years expFoundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are adding a Commercial Lines Account Manager to their Pinnacle Brokers Small Business Unit team. This role is accountable for delivering high-quality customer service to commercial lines clients while managing a diverse book of small commercial accounts.
InsuranceRisk Management
Responsibilities
Provide daily service and administrative support to Producers, Account Executives, and assigned small business commercial lines clients
Prepare renewal materials including updated exposure information, loss runs, driver lists, and required underwriting documentation
Manage a diverse book of small commercial accounts, including BOP, General Liability, Property, Workers’ Compensation, Commercial Auto, and Umbrella
Process endorsement requests, certificates of insurance, evidences of insurance, cancellations, reinstatements, and other servicing tasks
Assist clients with claims reporting, monitor claim status, and provide updates to internal staff and clients
Ensure transactions are completed accurately, efficiently, and in compliance with agency standards and carrier guidelines
Maintain current electronic files, update agency systems, and ensure documentation meets department procedures
Prepare renewal questionnaires, evaluate coverage needs, and identify exposure gaps or enhancement opportunities
Work renewal expiration lists to proactively contact clients, gather required information, and support retention efforts
Communicate directly with clients as needed to review policy details, answer questions, and provide updates
Educate business partners, team members, and clients on insurance products, coverage options, compliance requirements, and workflows
Support Producers and Account Executives with marketing activities, applications, quote comparisons, and new business processing
Invoice assigned accounts, process premium payments, and assist with billing questions or carrier inquiries
Complete operational tasks for new and existing accounts including data entry, documentation management, and system updates
Qualification
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
Preferred
Knowledge of EPIC highly preferred
High school diploma, college degree preferred
Benefits
Comprehensive range of health-related benefit options including medical, vision, and dental
401(k) with company match
Company paid life insurance
STD
LTD
Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
Company
Foundation Risk Partners
Foundation Risk Partners is born of decades of insurance expertise and leadership.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2MKey Investors
Barings
2022-08-09Acquired
2020-09-01Debt Financing· $2M
Leadership Team
Charlie Lydecker
President & CEO
Thomas Tinsley
Chief Administrative Officer
Recent News
The Harvard Law School Forum on Corporate Governance
2025-06-29
Lane Report | Kentucky Business & Economic News
2025-06-22
Morningstar.com
2025-05-05
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