Foundation Risk Partners
Commercial Lines Account Manager
Foundation Risk Partners, San Francisco, California, United States, 94199
Commercial Lines Account Manager
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 their growing O’Kane & Tegay team! This is a full-time, hybrid role located in Woodland Hill, California.
General Function Collaborates with the team to consistently deliver high-quality customer service and ensures service standards—including execution, delivery, and retention—are achieved. Provides efficient, professional, and courteous service to clients by phone, in writing, and in person. Accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience. While operating within the Insurance Agency’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
Essential Duties and Responsibilities
Provides daily administrative support, gathering and preparing renewal information such as loss runs, driver lists, and experience margin worksheets.
Processes endorsement requests, certificates of insurance, evidence of insurance, cancellation processing, and support duties as assigned.
Handles operations duties linked to new/existing accounts, risk management, marketing support, order entry, etc.
Ensures all assigned transactions are executed timely and accurately, maintaining documentation to standards.
Occasionally contacts clients to ensure they are informed about insurance.
Educates and coaches business partners on insurance products, compliance, and operational duties.
Invoices all applicable accounts and processes premiums when required.
Maintains current files and prepares policy renewal questionnaires, recommending coverage enhancements.
Works expiration lists prior to renewal for customer contact and improved retention.
Performs agency system client updates and inputs into the system according to department procedures.
Minimum Knowledge, Skills and Abilities Required
P&C license in the State of California.
High School diploma or equivalent.
5+ years of industry experience.
Experience with Epic.
Surplus/excess lines experience.
Ability to work independently with limited supervision.
Prioritization and effective multitasking ability.
Intermediate computer skills with Microsoft Word, Excel, and PowerPoint.
Strong verbal and written communication and negotiation skills.
Ability to process tasks by written and oral instructions.
Ability to deal with problems involving clients, staff, and vendors.
Pay Transparency Range $70,000 USD – $80,000 USD. This range represents the estimated low and high end of the salary range for this position. Actual salaries may vary based on performance, location, and experience.
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 or 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
General Function Collaborates with the team to consistently deliver high-quality customer service and ensures service standards—including execution, delivery, and retention—are achieved. Provides efficient, professional, and courteous service to clients by phone, in writing, and in person. Accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience. While operating within the Insurance Agency’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
Essential Duties and Responsibilities
Provides daily administrative support, gathering and preparing renewal information such as loss runs, driver lists, and experience margin worksheets.
Processes endorsement requests, certificates of insurance, evidence of insurance, cancellation processing, and support duties as assigned.
Handles operations duties linked to new/existing accounts, risk management, marketing support, order entry, etc.
Ensures all assigned transactions are executed timely and accurately, maintaining documentation to standards.
Occasionally contacts clients to ensure they are informed about insurance.
Educates and coaches business partners on insurance products, compliance, and operational duties.
Invoices all applicable accounts and processes premiums when required.
Maintains current files and prepares policy renewal questionnaires, recommending coverage enhancements.
Works expiration lists prior to renewal for customer contact and improved retention.
Performs agency system client updates and inputs into the system according to department procedures.
Minimum Knowledge, Skills and Abilities Required
P&C license in the State of California.
High School diploma or equivalent.
5+ years of industry experience.
Experience with Epic.
Surplus/excess lines experience.
Ability to work independently with limited supervision.
Prioritization and effective multitasking ability.
Intermediate computer skills with Microsoft Word, Excel, and PowerPoint.
Strong verbal and written communication and negotiation skills.
Ability to process tasks by written and oral instructions.
Ability to deal with problems involving clients, staff, and vendors.
Pay Transparency Range $70,000 USD – $80,000 USD. This range represents the estimated low and high end of the salary range for this position. Actual salaries may vary based on performance, location, and experience.
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 or 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