Foundation Risk Partners · 1 day ago
Commercial Lines Account Executive
San Rafael, California, United States
Full-time
Onsite
Mid, Senior Level
$55K/yr - $75K/yr
5+ years expFoundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, seeking a Commercial Lines Account Executive for their Small Business Unit. This role involves account management, communication with clients, and opportunities for growth by retaining and developing new business in commercial lines insurance.
InsuranceRisk Management
Responsibilities
Review existing commercial accounts for cross-selling opportunities and gaps in coverage to help eliminate E&O exposures
Daily servicing of assigned commercial accounts including phone call and email communication with insureds, discussing coverages with insureds, processing change requests, researching billing questions, invoice and collection of premium for agency-billed policies, creating summaries of insurance, updating agency management system with all insured and carrier interactions, assisting claims department as necessary, maintaining good working relationship with carriers, and renewing policies for assigned accounts
Prioritize workload and/or request assistance as required. Includes keeping email, open activities, and daily documents current based on agency standards
Quote and bind new business from call-ins or referrals from other agency staff
Cold calling is not required
There is no sales goal assigned to this position
Setup new accounts in agency management system at the beginning of the quoting process and complete account setup once the account is bound
Conduct client and prospect appointments both in-house or offsite
Assist other departments in cross-selling, account rounding, and securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client
The employee is responsible for adherence to the agency procedures and processes
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 Applied Epic is 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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