Commercial Lines Account Manager
Foundation Risk Partners
full-time
Posted on:
Location Type: Remote
Location: Remote • California • 🇺🇸 United States
Visit company websiteSalary
💰 $70,000 - $80,000 per year
Job Level
Mid-LevelSenior
About the role
- Collaborates with the team to consistently deliver high-quality customer service and ensures service standards including execution, delivery and retention are achieved.
- Provides daily administrative support including gathering and preparing renewal information.
- Process endorsement requests, certificates of insurance, evidence of insurance, cancellation processing as well as support duties as assigned.
- Ensures that all assigned transactions are executed in a timely and accurate manner.
- 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 processes premiums when required.
- Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements.
- Work expiration lists prior to renewal for customer contact and improved retention.
Requirements
- P&C license in the State of California is required
- High School diploma or equivalent is required
- 5+ years of industry experience
- Epic experience is required
- Surplus/excess lines experience is required
- 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 process tasks by written and oral instructions.
- Ability to deal with problems involving clients and staff, as well as vendors
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!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
P&C licenseEpic experienceSurplus lines experienceAdministrative supportInvoice processingPolicy renewal preparationTask prioritizationClient communicationNegotiation skillsProblem-solving
Soft skills
CollaborationIndependenceTime managementVerbal communicationWritten communicationCoachingCustomer serviceAttention to detailOrganizational skillsInterpersonal skills
Certifications
High School diplomaP&C license in California