Foundation Risk Partners
Commercial Lines Account Manager
Foundation Risk Partners, Sacramento, California, United States, 95828
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Commercial Lines Account Manager
role at
Foundation Risk Partners .
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.
Location: Remote (Arizona, California, Nevada, Oregon, Washington)
Job Summary 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 (billing, policy changes, cancellations, claims, etc.).
Prioritize workload including
Review applications, policies, endorsements, audits, cancellations for accuracy.
Assist clients with policy changes, coverage and accounting questions, and resolve 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.
Research and resolve 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.
Assist 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 clearly and concisely.
Work independently with limited supervision.
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.
Deal with problems involving clients and staff, as well as vendors.
Attention to detail with high degree of accuracy.
Multitask and prioritize a variety of activities.
Demonstrate a client‑first attitude.
Work on a team effectively.
Education & Experience
Minimum of 5 years related experience in the insurance industry.
Knowledge of Applied Epic is highly preferred.
High school diploma or college degree preferred.
Property & Casualty License.
Salary Pay transparency range: $70,000 USD – $90,000 USD.
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
Health-related benefit options including medical, vision, and dental.
401(k) with company match.
Company paid life insurance.
STD and LTD.
Generous PTO starting at 18 days per year plus 10 paid holidays & 2 floating holidays.
Seniority level Not Applicable
Employment type Full-time
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Commercial Lines Account Manager
role at
Foundation Risk Partners .
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.
Location: Remote (Arizona, California, Nevada, Oregon, Washington)
Job Summary 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 (billing, policy changes, cancellations, claims, etc.).
Prioritize workload including
Review applications, policies, endorsements, audits, cancellations for accuracy.
Assist clients with policy changes, coverage and accounting questions, and resolve 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.
Research and resolve 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.
Assist 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 clearly and concisely.
Work independently with limited supervision.
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.
Deal with problems involving clients and staff, as well as vendors.
Attention to detail with high degree of accuracy.
Multitask and prioritize a variety of activities.
Demonstrate a client‑first attitude.
Work on a team effectively.
Education & Experience
Minimum of 5 years related experience in the insurance industry.
Knowledge of Applied Epic is highly preferred.
High school diploma or college degree preferred.
Property & Casualty License.
Salary Pay transparency range: $70,000 USD – $90,000 USD.
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
Health-related benefit options including medical, vision, and dental.
401(k) with company match.
Company paid life insurance.
STD and LTD.
Generous PTO starting at 18 days per year plus 10 paid holidays & 2 floating holidays.
Seniority level Not Applicable
Employment type Full-time
#J-18808-Ljbffr