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 our team in Orange, CA (hybrid).

General Function:

Collaborates with the team to consistently deliver high-quality customer service and ensures service standards including execution, delivery and retention are achieved. Provide efficient, professional, and courteous service to clients, by phone, in writing and in person.

The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.

Primary Responsibilities:

• Provides daily administrative support to designated Producers and Account Executives as well as existing clients. Support includes but is not limited to gathering and preparing renewal information such as loss runs, drivers lists, experience mod worksheets for the Producer and Account Executive.
• Process Endorsement requests, certificates of insurance, Evidence of insurance, Cancellation Processing as well as support duties as assigned by the Account Executive, Producer and or Manager of Service.
• Assists clients with the reporting of claims, maintain contact during the settlement process of the claim and updating applicable production staff as to the status of the claims
• Processes and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc.
• Ensures that all assigned transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards
• Occasional contact with clients to ensure that they are informed about insurance
• Educates and coach business partners on insurance products, compliance and operational duties.
• Invoice all applicable accounts, and process premiums when required.
• Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements to the Account Executive
• Work expiration lists prior to renewal for customer contact and improved retention.
• Perform agency system client updates and input into system according to department procedures.

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

Experience:

• Minimum of 5 years in a retail agency or related experience in the insurance industry
• Handled at least 500k revenue book
• Working Knowledge of EPIC highly preferred
• Manufacturing and Construction experience highly preferred
• High school diploma, college degree preferred

License:

• California Property & Casualty License