Commercial Lines Account Exec — Client-First Service

Foundation Risk Partners; Town of Hyde Park (NY); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

401k match

Life insurance

PTO

Holidays

Job summary

Foundation Risk Partners is seeking an Assistant Account Executive - Commercial Lines to join its growing team in the New York area. The role collaborates with Producers and Account Executives to deliver high-quality service to clients by phone, email, and in person.

Responsibilities include supporting renewal prep, endorsements, certificate processing, claim reporting assistance, and handling various account operations. A strong client-first attitude and attention to detail are essential.

Qualifications

• Minimum of 5 years related experience in the insurance industry.
• Knowledge of Applied Epic highly preferred.
• High school diploma, college degree preferred.
• Property & Casualty License

Responsibilities

• Provides daily administrative support to designated Producers and Account Executives and existing clients.
• Process Endorsement requests, certificates of insurance, Evidence of insurance, Cancellation Processing as well as support duties.
• Assists clients with the reporting of claims and updates on status to staff.
• Processes and follows up on operations for new/existing accounts, risk management, marketing support, and order entry.
• Ensures timely and accurate execution of transactions and documentation.

Skills

Insurance analysis

Verbal & written comms

multitasking

Independent work

Team collaboration

Attention to detail

MS Office

Education

High School Diploma

College degree preferred

Property & Casualty License

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Foundation Risk Partners is seeking an Assistant Account Executive - Commercial Lines to join its growing team in the New York area. The role collaborates with Producers and Account Executives to deliver high-quality service to clients by phone, email, and in person.

Responsibilities include supporting renewal prep, endorsements, certificate processing, claim reporting assistance, and handling various account operations. A strong client-first attitude and attention to detail are essential.