Commercial Lines Account Executive

Foundation Risk Partners; San Rafael (CA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive health benefits

401(k) with company match

Generous PTO policy

Job summary

A leading insurance brokerage and consulting firm is seeking a Commercial Lines Account Executive for their Small Business Unit in San Rafael, CA. This role combines account management with significant growth opportunities, requiring advanced communication skills and a strong understanding of insurance products. Responsibilities include servicing commercial accounts, quoting new policies, and rural client interaction. Ideal candidates have at least 5 years of experience in the insurance industry and a Property & Casualty License. Comprehensive benefits are offered including health insurance and generous PTO.

Qualifications

• Minimum 5 years of related experience in the insurance industry.
• Knowledge of Applied Epic is highly preferred.
• Ability to analyze complex insurance situations.

Responsibilities

• Review existing commercial accounts for cross-selling opportunities.
• Daily servicing of assigned commercial accounts.
• Quote and bind new business from call-ins or referrals.
• Conduct client and prospect appointments.

Skills

Advanced communication skills

Knowledge of insurance products

Attention to detail

Client first attitude

Strong verbal and written skills

Ability to multitask

Education

High school diploma

College degree preferred

Property & Casualty License

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Applied Epic

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Executive in the Small Business Unit to their George Petersen Insurance Agency team in San Rafael, CA Metro Region.

Job Summary
We’re looking for a dynamic professional to join our Small Business Unit (SBU) team in a role that blends account management with growth opportunities. Responsibilities include advanced communication skills, strong knowledge of insurance products, retaining an assigned book of business, and quoting and binding new policies for new and existing commercial lines accounts.

Note
This position offers a significant opportunity to sell and develop new business, making it ideal for individuals who enjoy building relationships and driving revenue growth.

Essential Functions

• 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, processing change requests, researching billing questions, invoicing and collecting premiums for agency‑billed policies, creating summaries of insurance, updating the agency management system with all insured and carrier interactions, assisting the claims department as necessary, maintaining good working relationships with carriers, and renewing policies for assigned accounts.
• Prioritize workload and/or request assistance as required, 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.
• Set up new accounts in the 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 off‑site.
• 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.
• Adhere to agency procedures and processes.

Competencies & Qualifications

• 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.
• Attention to detail with a high degree of accuracy.
• Ability to multitask and prioritize a variety of activities.
• Demonstrate a "client first" attitude.
• Work effectively as part of a team.

Education & Experience

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

Pay Transparency Range: $55,000 USD - $75,000 USD

Disclaimer
This job description is intended to be an accurate reflection of the job requirements; management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO)
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits
FRP offers a comprehensive range of health‑related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company‑paid life insurance, STD, LTD, and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays.