Growth-Driven Commercial Lines Account Executive

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

Benefits offered by this job

Health benefits

401(k) with company match

Life insurance

STD/LTD

PTO + holidays

Job summary

Foundation Risk Partners is seeking an Assistant Account Executive - Commercial Lines to join our New York team. The role provides daily administrative support to Producers and Account Executives, processes endorsements, certificates, and claims, and helps maintain client relationships with a focus on service quality.

Responsibilities include renewal preparation, risk management support, billing assistance, and maintaining accurate records.

Qualifications

• Ability to analyze complex insurance situations, needs and options and communicate these options verbally and in writing.
• 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 Microsoft Word, Excel, and PowerPoint.
• Strong verbal and written communication and negotiation skills.
• Attention to detail with high degree of accuracy.
• Ability to multitask and prioritize a variety of activities.
• Client-first attitude and teamwork orientation.

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 and related duties.
• Assists clients with reporting of claims and updates on settlement status to production staff.
• Performs account management, risk management, and marketing support duties.
• Ensures timely and accurate execution of transactions and maintains documentation to standards.
• Educates and coaches business partners on insurance products, compliance and operational duties.
• Invoices applicable accounts and processes premiums when required.
• Maintains renewal questionnaires and suggests coverage enhancements to the Account Executive.
• Manages expiration lists for client contact and retention efforts.
• Updates agency system client data per department procedures.

Skills

Insurance analysis

Independent work

Multitasking

Communication (verbal & written)

Client-first attitude

Teamwork

Education

5+ years insurance experience

Property & Casualty License

Applied Epic knowledge (preferred)

Tools

Applied Epic

MS Office (Word, Excel, PowerPoint)

Job description

Foundation Risk Partners is seeking an Assistant Account Executive - Commercial Lines to join our New York team. The role provides daily administrative support to Producers and Account Executives, processes endorsements, certificates, and claims, and helps maintain client relationships with a focus on service quality.

Responsibilities include renewal preparation, risk management support, billing assistance, and maintaining accurate records.