Commercial Lines Account Manager

Foundation Risk Partners, Corp.; Orange (CA); Hybrid; USD 70,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Commercial Lines Account Manager to join their dynamic team in Orange, California. This full-time, hybrid role offers the opportunity to deliver exceptional customer service while managing risks and ensuring compliance with industry standards. The ideal candidate will possess a P&C license and have a strong background in insurance brokerage. With a focus on collaboration and efficiency, you will play a crucial role in maintaining client relationships and supporting operational tasks. Join a forward-thinking company that values its employees with a comprehensive benefits package and a supportive work environment.

Benefits

401(k) with company match

Company paid life insurance

Generous PTO policy

Medical, vision, and dental benefits

Qualifications

• 5+ years of industry experience required.
• Must be able to work independently with limited supervision.

Responsibilities

• Provide daily administrative support and process endorsement requests.
• Educate and coach business partners on insurance products.

Skills

P&C license

Customer service

Risk management

Microsoft Office

Negotiation skills

Education

High School diploma

Tools

Epic

Job description

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Join to apply for the Commercial Lines Account Manager role at Foundation Risk Partners

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Personal Lines Account Manager to their growing Knauf Maxwell team! This is a full-time, hybrid role located in Orange, California.

General Function

Collaborates with the team to consistently deliver high-quality customer service and ensures service standards including execution, delivery and retention are achieved. Provide efficient, professional, and courteous service to clients, by phone, in writing and in person.

The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Insurance Agency's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

Essential Duties And Responsibilities

• Provides daily administrative support. Support includes but is not limited to gathering and preparing renewal information such as loss runs, drivers lists, experience mod worksheets.
• Process endorsement requests, certificates of insurance, evidence of insurance, cancellation processing as well as support duties as assigned.
• Processes and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc.
• Ensures that all assigned transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards.
• Occasional contact with clients to ensure that they are informed about insurance.
• Educates and coach business partners on insurance products, compliance and operational duties.
• Invoice all applicable accounts, and process premiums when required.
• Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements.
• Work expiration lists prior to renewal for customer contact and improved retention.
• Perform agency system client updates and input into system according to department procedures.
  
  

Minimum Knowledge, Skills And Abilities Required

• P&C license in the State of California is required
• High School diploma or equivalent is required
• 5+ years of industry experience
• Epic experience is required
• Surplus/excess lines experience is required
• 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 process tasks by written and oral instructions.
• Ability to deal with problems involving clients and staff, as well as vendors
  
  

This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.

Pay Transparency Range

$70,000-$80,000 USD

Disclaimer

While 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!

Required

Preferred

Job Industries

• Other

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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