Foundation Risk Partners
Commercial Lines Account Manager
Foundation Risk Partners, Sacramento, California, United States, 95828
Foundation Risk Partners, one of the fastest‑growing insurance brokerage and consulting firms in the U.S., is adding a Commercial Lines Account Manager to our expanding Northern California team! This hybrid role will support our George Petersen Insurance Agency division.
Overview As an Account Manager, you’ll manage client relationships, oversee policy renewals, and ensure coverage meets evolving business needs. This position is ideal for someone who thrives in a fast‑paced environment, values client service, and enjoys collaborating with a team to provide tailored risk management strategies.
Responsibilities
Service Commercial Lines accounts as assigned
Provide administrative and clerical support to producers.
Assist in premium collection per agency procedures
Serve as liaison between clients and insurance companies, including issues involving billing, policy changes, cancellations, claims, etc.
Review applications, policies, endorsements, audits, cancellations for accuracy
Assist clients with policy changes, coverage and accounting questions, resolves problems
Prepare proposals and financial contracts
Bind coverage
Invoice policies and endorsements as particular to the line of insurance
Follow up on new and renewal quotes
All other service issues
Researches and resolves problems and concerns of clients regarding billing, policy changes, cancellations, claims, etc.
Assist producers with renewals for current clients per company procedure.
Market accounts 90 days from the effective date.
Assist producers in identifying additional areas of coverage needed
Review quotations for accuracy of coverages/limits
Assist with negotiating quotes with carriers when necessary
Maintain agency management system with both written and verbal communication of all transactions
Assists in training new commercial Account Managers, as needed.
Assist other agency departments in securing and/or providing necessary information on mutual clients
Participate in seminars and classes for skill and knowledge development
All other duties as assigned.
Employees are responsible for adherence to the stated expectations of the E&O Plus Quality Management Program.
The employee is responsible for adherence to the 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
Ability to demonstrate attention to detail with high degree of accuracy
Ability to multitask and prioritize a variety of activities
Ability to demonstrate a “client first” attitude
Ability to work on a team effectively
Education & Experience
Minimum of 5 years related experience in the insurance industry
Knowledge of Applied Epic is highly preferred
Property & Casualty License
Pay Transparency $70,000 - $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 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!
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Overview As an Account Manager, you’ll manage client relationships, oversee policy renewals, and ensure coverage meets evolving business needs. This position is ideal for someone who thrives in a fast‑paced environment, values client service, and enjoys collaborating with a team to provide tailored risk management strategies.
Responsibilities
Service Commercial Lines accounts as assigned
Provide administrative and clerical support to producers.
Assist in premium collection per agency procedures
Serve as liaison between clients and insurance companies, including issues involving billing, policy changes, cancellations, claims, etc.
Review applications, policies, endorsements, audits, cancellations for accuracy
Assist clients with policy changes, coverage and accounting questions, resolves problems
Prepare proposals and financial contracts
Bind coverage
Invoice policies and endorsements as particular to the line of insurance
Follow up on new and renewal quotes
All other service issues
Researches and resolves problems and concerns of clients regarding billing, policy changes, cancellations, claims, etc.
Assist producers with renewals for current clients per company procedure.
Market accounts 90 days from the effective date.
Assist producers in identifying additional areas of coverage needed
Review quotations for accuracy of coverages/limits
Assist with negotiating quotes with carriers when necessary
Maintain agency management system with both written and verbal communication of all transactions
Assists in training new commercial Account Managers, as needed.
Assist other agency departments in securing and/or providing necessary information on mutual clients
Participate in seminars and classes for skill and knowledge development
All other duties as assigned.
Employees are responsible for adherence to the stated expectations of the E&O Plus Quality Management Program.
The employee is responsible for adherence to the 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
Ability to demonstrate attention to detail with high degree of accuracy
Ability to multitask and prioritize a variety of activities
Ability to demonstrate a “client first” attitude
Ability to work on a team effectively
Education & Experience
Minimum of 5 years related experience in the insurance industry
Knowledge of Applied Epic is highly preferred
Property & Casualty License
Pay Transparency $70,000 - $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 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!
#J-18808-Ljbffr