Small Commercial Lines Account Manager
Foundation Risk Partners, Santa Clarita, CA, United States
Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Small Business Commercial Lines Account Manager to their
LBW
team in Valencia, CA.
Job Summary:
The Account Manager is responsible for servicing a portfolio of small business commercial accounts, assisting P&C Producers with day‑to‑day account management, and providing clients with guidance and support to meet their insurance needs. This role requires in‑depth knowledge of commercial coverages, strong organizational skills, and the ability to independently manage servicing responsibilities while collaborating with internal teams, carriers, and vendors.
Key Responsibilities:
Provide technical and service support to P&C Producers, with a focus on small business commercial clients
Manage client needs including coverage analysis, policy interpretation, endorsements, and quotations
Accompany P&C Producers on client and prospect meetings as requested
Complete and submit client applications; market accounts to appropriate carriers and follow up on quotations, endorsements, and policies
Order, issue, and verify binders, certificates, policies, and endorsements; ensure accurate delivery to clients with appropriate correspondence
Determine appropriate billing method (direct, agency, or premium financing) and invoice accordingly
Prepare summaries of insurance, proposals, schedules, and premium allocations
Process renewals according to agency procedures; occasionally take a lead role in renewal strategy, marketing, carrier negotiations, and client meetings
Review audits for accuracy and facilitate corrections between carriers and clients
Process incoming mail, emails, and phone requests promptly and professionally
Apply agency credit and collection policies, pursue timely payments, and request cancellations when necessary
Analyze cancellation requests, act to retain accounts when possible, and notify P&C Producers
Identify potential exposures to loss and recommend appropriate coverages in coordination with Producers
Maintain strong working relationships with clients, carriers, vendors, and internal team members
Stay current on industry trends, legislation, coverage changes, and insurance technology
Competencies & Qualifications:
Active CA Property & Casualty Insurance license
Experience handling multiple lines of Commercial Insurance
Solid understanding of insurance products, markets, underwriting, and rating procedures
Advanced ability to analyze complex insurance situations and communicate recommendations clearly
Strong negotiation, presentation, and client‑service skills
Proficiency in Microsoft Outlook, Word, Excel, and Vertafore AMS360
Ability to multi‑task, work independently, and take ownership of client servicing
Comfortable working in a fast‑paced, team‑oriented environment
Excellent attendance and reliability expected
Ability to lead servicing efforts and direct others when necessary
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:
$65,000 USD - $80,000 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.
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
LBW
team in Valencia, CA.
Job Summary:
The Account Manager is responsible for servicing a portfolio of small business commercial accounts, assisting P&C Producers with day‑to‑day account management, and providing clients with guidance and support to meet their insurance needs. This role requires in‑depth knowledge of commercial coverages, strong organizational skills, and the ability to independently manage servicing responsibilities while collaborating with internal teams, carriers, and vendors.
Key Responsibilities:
Provide technical and service support to P&C Producers, with a focus on small business commercial clients
Manage client needs including coverage analysis, policy interpretation, endorsements, and quotations
Accompany P&C Producers on client and prospect meetings as requested
Complete and submit client applications; market accounts to appropriate carriers and follow up on quotations, endorsements, and policies
Order, issue, and verify binders, certificates, policies, and endorsements; ensure accurate delivery to clients with appropriate correspondence
Determine appropriate billing method (direct, agency, or premium financing) and invoice accordingly
Prepare summaries of insurance, proposals, schedules, and premium allocations
Process renewals according to agency procedures; occasionally take a lead role in renewal strategy, marketing, carrier negotiations, and client meetings
Review audits for accuracy and facilitate corrections between carriers and clients
Process incoming mail, emails, and phone requests promptly and professionally
Apply agency credit and collection policies, pursue timely payments, and request cancellations when necessary
Analyze cancellation requests, act to retain accounts when possible, and notify P&C Producers
Identify potential exposures to loss and recommend appropriate coverages in coordination with Producers
Maintain strong working relationships with clients, carriers, vendors, and internal team members
Stay current on industry trends, legislation, coverage changes, and insurance technology
Competencies & Qualifications:
Active CA Property & Casualty Insurance license
Experience handling multiple lines of Commercial Insurance
Solid understanding of insurance products, markets, underwriting, and rating procedures
Advanced ability to analyze complex insurance situations and communicate recommendations clearly
Strong negotiation, presentation, and client‑service skills
Proficiency in Microsoft Outlook, Word, Excel, and Vertafore AMS360
Ability to multi‑task, work independently, and take ownership of client servicing
Comfortable working in a fast‑paced, team‑oriented environment
Excellent attendance and reliability expected
Ability to lead servicing efforts and direct others when necessary
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:
$65,000 USD - $80,000 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.
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