Commercial Lines Account Executive

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Commercial Lines Account Executive in the Small Business Unit to their George Petersen Insurance Agency team in Santa Rosa, CA Metro Region.

Job Summary:

We're looking for a dynamic professional to join our Small Business Unit (SBU) team in a role that blends account management with growth opportunities. Responsibilities include advanced communication skills, strong knowledge of insurance products, retaining an assigned book of business, as well as quoting and binding new policies for new and existing commercial lines accounts.

Note: This position offers a significant opportunity to sell and develop new business, making it ideal for individuals who enjoy building relationships and driving revenue growth.

Essential Functions:

• Review existing commercial accounts for cross-selling opportunities and gaps in coverage to help eliminate E&O exposures.
• Daily servicing of assigned commercial accounts including phone call and email communication with insureds, discussing coverages with insureds, processing change requests, researching billing questions, invoice and collection of premium for agency-billed policies, creating summaries of insurance, updating agency management system with all insured and carrier interactions, assisting claims department as necessary, maintaining good working relationship with carriers, and renewing policies for assigned accounts
• Prioritize workload and/or request assistance as required. Includes keeping email, open activities, and daily documents current based on agency standards.
• Quote and bind new business from call-ins or referrals from other agency staff.
  • Cold calling is not required.
  • There is no sales goal assigned to this position.
• Setup new accounts in agency management system at the beginning of the quoting process and complete account setup once the account is bound.
• Conduct client and prospect appointments both in-house or offsite.
• Assist other departments in cross-selling, account rounding, and securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• 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