Foundation Risk Partners · 4 hours ago
Personal Lines Account Manager
Santa Clarita, CA
Full-time
Hybrid
Mid Level
$65K/yr - $80K/yr
4+ years expFoundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, seeking a Personal Lines Account Manager for their LBW Insurance and Financial Services team in Valencia. The role involves maintaining and growing a book of personal accounts while providing excellent client service and managing various account-related tasks.
InsuranceRisk Management
Responsibilities
Update and change information in AMS360 (our agency management system) from carrier downloads
Provide outstanding service, including client visits when necessary
Consistently provide the customer with prompt, knowledgeable and timely response to calls or inquiries
Document all calls, activities, and transactions in AMS360
Identify, obtain, and analyze all information necessary to evaluate risk exposures and determine the appropriate coverages
Bind coverage; order binders/policies
Invoice agency bill/direct items and follow up for collection as needed
Check/Process policies and endorsements
Process incoming emails and mail
Issue cancellation letters (for non-pay client bill policies) to the insured
Upload/Scan HO’s renewal dec’s – update policy info into AMS360
Quote new and renewing policies on carrier websites and/or PL Rater
Issue renewal letters for all direct bill auto and direct bill homeowner policies
Upload/Scan California Fair Plan renewal offers and issue renewal letters
Check payment status for non-payment cancellations with insurance companies
Issue identification cards for clients
Assist in training new personnel
Other miscellaneous duties as assigned
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
Must hold a current California Insurance Property & Casualty License and be in good standing
Minimum 4 years of experience in Personal Lines Insurance
High school diploma
Preferred
Advanced knowledge in Agency Management Systems (esp. AMS360)
College degree
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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