Commercial Lines Account Manager

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