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 San Rafael, CA Metro Region. 

Job Summary:

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 

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!