Commercial Lines Account Manager Napa, California, United States
Foundation Risk Partners, Corp., Napa, CA, United States
Foundation Risk Partners
, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a
Commercial Lines Account Manager
to theirSander Jacobs Cassayre
team in
Napa, CA
. Job Summary: The Account Manageris responsible forassistingthe P&C Producers and clients with all servicing needs andprovidinginformation and guidance, as needed, to help achieve business goals.The Account Managermaintainseffective relationships with clients, co-workers, carriers,vendors,and other business contacts.The Account Manager is also responsible for keeping abreast of industry trends, new product information, legislation,coverages,and technology to continuously improvethe knowledgeand performance of the agency. This role supports a book of business that includes a significant construction-focused segment; therefore, prior experience handling construction commercial accounts is required. Essential Functions: Providestechnical support toP&CProducers;specifically in managing client needs, analyzing coverage forms and quotations. AccompaniesP&C Producers on client and prospect meetings as requested. Completes client applications in coordination with P&C Producers;submitsapplications to eligible andappropriate carriers; follows up to ensuretimelyreceipt of quotations,endorsements,and policies. Orders and issues binders, certificates, policies,endorsements,and other related items; verifies accuracy; forwards them to clients withappropriate correspondence with assistance from the Associate Account Consultant. Determinesif direct billing, agency billing, or premium financing isappropriateand invoices accordingly. Prepares summaries of insurance, schedules, and proposals as needed. Processes renewals in coordination withP&C Producers according to agency procedures. Occasionally takes the lead in renewal meetings including strategy determination,marketing,and carrier negotiations. Reviews policy audits; verifies accuracy andfacilitatescorrections, as needed, between client and carrier. Verifies policy and policy change information,facilitatingcorrections when necessary. Processes incoming mail and phone requests, responding promptly and appropriately. Uses agency credit and collection policy in invoicing and pursuing promptpayments; requests cancellations from the carrier according to agency standards. Determinesreasons for cancellation requests; acts to retain accounts whenever possible; notifies P&C Producers. Processes and follows up on cancellation requests to carriers to ensureaccurateandtimelyresolution;maintainsagency equity whenever possible. Identifiesexposure to loss and recommends appropriatecoveragesin coordination withP&C Producers. Prepares premium allocations for clients as needed. Manages servicing for a construction-focused book of business, ensuring familiarity with construction risk exposures, COIs, contract requirements, additional insured endorsements, and related coverage needs. Competencies and Qualifications: Ability to analyze complex insurance situations, needs, and options and communicate these options clearly and concisely. Ability to understand written and oralcommunication andinterpret abstract information. Knowledge of insurance products and usages. Knowledge of insurance markets and placement strategy. Knowledge of insurance rating and underwriting procedures. Ability to carry out complex tasks with both concrete and abstract variables. Strong computer skills withproficiencyin Outlook, Excel, Word, and AMS‑360. Ability to direct others. Ability to work independently and take the lead on all elements of client servicing when necessary. Advanced negotiation and presentation skills. Excellent written and verbal communication skills. Ability to manage tight deadlines. Experience with construction industry clients is required, including understanding of relevant coverages, endorsements, and compliance requirements. Education and Experience: Must have prior experience as a Commercial Lines Account Manager Prior experience managing construction commercial accounts required. Must have a valid CA Property & Casualty License. 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 $125,000 - $140,000 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! Create a Job Alert Interested in building your career at Foundation Risk Partners? Get future opportunities sent straight to your email. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Are you at least 18 years of age? * Select... If hired, can you provide proof of your legal right to work in the United States? * Select... Will you now or in the future require sponsorship for employment? * Select... Please describe your work authorization status if not authorized to work in the US or sponsorship required now or in the future. If you were referred by a current employee, please provide their first and last name If you have ever been employed by Foundation Risk Partners or an affiliated agency, please indicate what location(s) & the dates of your employment. Are you subject to a Non-Solicitation Agreement from your current or previous employer? * Select... Are you subject to any Agreement from your current or previous employer that would restrict from being employed by Foundation Risk Partners? (e.g. Non-Compete, Non-Piracy, etc.) * Select... Please select all insurance licensures you currently maintain Life & Health Property & Casualty FL 2-20 FL 4-40 Other What is your expected salary range * Do you consent to receiving follow-up communication via text message (or SMS message) regarding your application status? * Select... If yes, you can always opt-out by replying STOP at any time. I understand this application is intended for use in evaluating my qualifications for employment. Neither this application, nor any subsequent employment resulting from it, create an employment contract. False or misleading statements on this application and during an interview, if granted, are grounds for terminating the application process or, if discovered after employment, terminating employment. By typing my full legal name below, I understand and agree with these terms. * Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in Foundation Risk Partners’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability
Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury
Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a
Commercial Lines Account Manager
to theirSander Jacobs Cassayre
team in
Napa, CA
. Job Summary: The Account Manageris responsible forassistingthe P&C Producers and clients with all servicing needs andprovidinginformation and guidance, as needed, to help achieve business goals.The Account Managermaintainseffective relationships with clients, co-workers, carriers,vendors,and other business contacts.The Account Manager is also responsible for keeping abreast of industry trends, new product information, legislation,coverages,and technology to continuously improvethe knowledgeand performance of the agency. This role supports a book of business that includes a significant construction-focused segment; therefore, prior experience handling construction commercial accounts is required. Essential Functions: Providestechnical support toP&CProducers;specifically in managing client needs, analyzing coverage forms and quotations. AccompaniesP&C Producers on client and prospect meetings as requested. Completes client applications in coordination with P&C Producers;submitsapplications to eligible andappropriate carriers; follows up to ensuretimelyreceipt of quotations,endorsements,and policies. Orders and issues binders, certificates, policies,endorsements,and other related items; verifies accuracy; forwards them to clients withappropriate correspondence with assistance from the Associate Account Consultant. Determinesif direct billing, agency billing, or premium financing isappropriateand invoices accordingly. Prepares summaries of insurance, schedules, and proposals as needed. Processes renewals in coordination withP&C Producers according to agency procedures. Occasionally takes the lead in renewal meetings including strategy determination,marketing,and carrier negotiations. Reviews policy audits; verifies accuracy andfacilitatescorrections, as needed, between client and carrier. Verifies policy and policy change information,facilitatingcorrections when necessary. Processes incoming mail and phone requests, responding promptly and appropriately. Uses agency credit and collection policy in invoicing and pursuing promptpayments; requests cancellations from the carrier according to agency standards. Determinesreasons for cancellation requests; acts to retain accounts whenever possible; notifies P&C Producers. Processes and follows up on cancellation requests to carriers to ensureaccurateandtimelyresolution;maintainsagency equity whenever possible. Identifiesexposure to loss and recommends appropriatecoveragesin coordination withP&C Producers. Prepares premium allocations for clients as needed. Manages servicing for a construction-focused book of business, ensuring familiarity with construction risk exposures, COIs, contract requirements, additional insured endorsements, and related coverage needs. Competencies and Qualifications: Ability to analyze complex insurance situations, needs, and options and communicate these options clearly and concisely. Ability to understand written and oralcommunication andinterpret abstract information. Knowledge of insurance products and usages. Knowledge of insurance markets and placement strategy. Knowledge of insurance rating and underwriting procedures. Ability to carry out complex tasks with both concrete and abstract variables. Strong computer skills withproficiencyin Outlook, Excel, Word, and AMS‑360. Ability to direct others. Ability to work independently and take the lead on all elements of client servicing when necessary. Advanced negotiation and presentation skills. Excellent written and verbal communication skills. Ability to manage tight deadlines. Experience with construction industry clients is required, including understanding of relevant coverages, endorsements, and compliance requirements. Education and Experience: Must have prior experience as a Commercial Lines Account Manager Prior experience managing construction commercial accounts required. Must have a valid CA Property & Casualty License. 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 $125,000 - $140,000 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! Create a Job Alert Interested in building your career at Foundation Risk Partners? Get future opportunities sent straight to your email. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Are you at least 18 years of age? * Select... If hired, can you provide proof of your legal right to work in the United States? * Select... Will you now or in the future require sponsorship for employment? * Select... Please describe your work authorization status if not authorized to work in the US or sponsorship required now or in the future. If you were referred by a current employee, please provide their first and last name If you have ever been employed by Foundation Risk Partners or an affiliated agency, please indicate what location(s) & the dates of your employment. Are you subject to a Non-Solicitation Agreement from your current or previous employer? * Select... Are you subject to any Agreement from your current or previous employer that would restrict from being employed by Foundation Risk Partners? (e.g. Non-Compete, Non-Piracy, etc.) * Select... Please select all insurance licensures you currently maintain Life & Health Property & Casualty FL 2-20 FL 4-40 Other What is your expected salary range * Do you consent to receiving follow-up communication via text message (or SMS message) regarding your application status? * Select... If yes, you can always opt-out by replying STOP at any time. I understand this application is intended for use in evaluating my qualifications for employment. Neither this application, nor any subsequent employment resulting from it, create an employment contract. False or misleading statements on this application and during an interview, if granted, are grounds for terminating the application process or, if discovered after employment, terminating employment. By typing my full legal name below, I understand and agree with these terms. * Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file. As set forth in Foundation Risk Partners’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Voluntary Self-Identification of Disability
Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Voluntary Self-Identification of Disability Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04/30/2026 Why are you being asked to complete this form?
We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years. Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp . How do you know if you have a disability?
A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.
Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Intellectual or developmental disability Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema Short stature (dwarfism) Traumatic brain injury
Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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