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Commercial Lines Account Manager

Santa Rosa, California, 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 their George Petersen Insurance Agency team in Santa Rosa, CA Metro Region. 

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.

Essential Functions:

  • 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. 
  • Prioritize work load including  
    • 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  
  • High school diploma, college degree preferred  
  • 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

$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 (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!

 

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