Commercial Lines Assistant Account Manager

Foundation Risk Partners; Pasadena (CA); Hybrid; USD 50,000 - 60,000; Full time

Job summary

Foundation Risk Partners, a fast-growing insurance brokerage, seeks a detail-oriented Commercial Lines Assistant Account Manager in Pasadena, California. This hybrid role involves supporting account managers, managing client data, and providing exceptional service, making it perfect for those beginning their insurance career.

Benefits

Comprehensive health benefits

401(k) with company match

Generous PTO policy starting at 18 days per year

Qualifications

• High school diploma required, some college preferred.
• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Office (Word, Excel, Outlook).

Responsibilities

• Assist with data entry and maintain client and policy information.
• Prepare and send basic policy documents.
• Respond to client requests for information.

Skills

Attention to detail

Organizational skills

Communication

Education

High school diploma or equivalent

Some college coursework

Tools

Microsoft Office

Job description

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Assistant Account Manager to our dynamic team in the Pasadena, California Metro Region.

Location: Pasadena, California Metro Region. This is a hybrid role with 3 days in office requirement.
Job Type: Full-Time
Industry: Commercial Insurance / Insurance Agency
Experience Level: Entry-Level
Reports To: Account Manager or Account Executive

About Us:

We are a growing, client-focused insurance agency specializing in commercial lines coverage for businesses of all sizes. Our team is committed to delivering exceptional service, personalized insurance solutions, and a supportive work environment. We are currently seeking a detail-oriented and motivated Commercial Lines Assistant Account Manager to join our commercial insurance team.

This is an ideal opportunity for someone who is organized, eager to learn, and interested in launching a long-term career in the insurance industry.

Position Summary:

As a Commercial Lines Assistant Account Manager , you will provide essential administrative and customer service support to our commercial account managers and producers. You’ll play a key role in keeping our operations running smoothly while gaining valuable exposure to the commercial insurance process.

Key Responsibilities:

• Assist with data entry and maintain accurate client and policy information in our agency management system.
• Prepare and send basic policy documents, certificates of insurance, and ID cards.
• Organize and update digital client files.
• Respond to client requests for information and assist in obtaining required documentation.
• Support renewal processing by helping gather client data and ordering loss runs.
• Request and track policy changes, endorsements, and documentation from carriers.
• Participate in training to learn about commercial insurance products and services.
• Collaborate with team members to ensure clients receive timely, accurate service.

Qualifications:

• High school diploma or equivalent required; some college coursework preferred.
• Previous office or customer service experience a plus, but not required.
• Strong attention to detail and organizational skills.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and comfortable learning new systems.
• Excellent written and verbal communication skills.
• Ability to work independently and within a team.
• Interest in obtaining a Property & Casualty insurance license (support/training may be provided).

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

$50,000 - $60,000 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.

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!

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