Commercial Lines Account Manager - Surety

Foundation Risk Partners; Walnut Creek (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Company-paid life insurance

Generous PTO starting at 18 days per year plus holidays

Job summary

Foundation Risk Partners is seeking a Commercial Lines Account Manager – Surety to join their team in Napa, CA. This role involves providing exceptional customer service and ensuring compliance with Surety bond requirements.

The ideal candidate should possess an active P&C License in California and have over 5 years of experience, particularly in Surety and Commercial Lines. The position offers a competitive salary range of $80,000 - $90,000 USD and comprehensive health-related benefits including medical, vision, and dental.

Qualifications

• Active P&C License in the State of California (required).
• 5+ years of industry experience, with a strong background in Surety and Commercial Lines.
• Experience with Epic agency management system (required).
• Surplus/excess lines experience (required).

Responsibilities

• Provide daily administrative support for Surety accounts.
• Process Surety bond requests and endorsements.
• Handle operational tasks related to risk management.
• Communicate with clients regularly.
• Educate business partners on Surety products.

Skills

Strong organizational skills

Excellent verbal and written communication

Negotiation skills

Ability to resolve client/vendor issues effectively

Education

Active P&C License in California

5+ years of industry experience

Tools

Epic agency management system

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager – Surety to their team in Napa, CA Metro Region.

Job Summary

The Commercial Lines Account Manager – Surety collaborates with the team to deliver exceptional customer service and ensure service standards – including execution, delivery, and retention – are consistently met. This role provides efficient, professional, and courteous service to clients by phone, email, and in person, with a strong focus on Surety bond requirements and compliance.

The Account Manager is responsible for managing risk by openly exchanging ideas, elevating concerns, and adhering to established policies and procedures. This position requires a commitment to doing the right thing for customers and colleagues, ensuring actions and behaviors create a positive client experience. While operating within the agency’s risk appetite, the Account Manager achieves results by identifying, assessing, managing, monitoring, and reporting risks of all types.

Key Responsibilities

• Provide daily administrative support for Surety accounts, including gathering and preparing renewal information (loss runs, financial statements, experience mod worksheets).
• Process Surety bond requests, endorsements, certificates of insurance, evidence of insurance, cancellations, and other assigned support duties.
• Handle operational tasks related to new/existing Surety accounts, risk management, marketing support, and order entry.
• Ensure timely and accurate execution of transactions and maintain documentation to agency standards.
• Communicate with clients regularly to keep them informed about bond and insurance matters.
• Educate business partners on Surety products, compliance requirements, and operational processes.
• Invoice applicable accounts and process premiums as required.
• Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements where appropriate.
• Review expiration lists prior to renewal for proactive customer contact and improved retention.
• Update client information in the agency system according to department procedures.

Minimum Qualifications

• Active P&C License in the State of California (required)
• 5+ years of industry experience, with a strong background in Surety and Commercial Lines
• Experience with Epic agency management system (required)
• Surplus/excess lines experience (required)
• Ability to work independently with limited supervision
• Strong organizational skills to prioritize and manage multiple tasks
• Excellent verbal and written communication and negotiation skills
• Ability to follow written and oral instructions and resolve client/vendor issues effectively

Pay Transparency Range

$80,000 – $90,000 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 and 2 floating holidays.