What are the responsibilities and job description for the Small Commercial Lines Account Manager position at Foundation Risk Partners?
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
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!