Strategic Accounts Director
KalepaFull Time
Junior (1 to 2 years)
Candidates must possess a P&C license in California, a high school diploma or equivalent, and at least 5 years of industry experience. Proficiency in Epic and surplus/excess lines experience are required. The role demands independent work with limited supervision, strong prioritization and multitasking abilities, intermediate computer skills in Microsoft Word, Excel, and PowerPoint, and excellent verbal and written communication and negotiation skills. The ability to process tasks from written and oral instructions and handle client and vendor issues is also necessary.
The Commercial Lines Account Manager will provide daily administrative support, including gathering renewal information and processing endorsements, certificates of insurance, and cancellation requests. This role involves processing and following up on new and existing accounts, providing risk management and marketing support, and ensuring timely and accurate execution of all transactions. Responsibilities include maintaining files, preparing renewal questionnaires, recommending coverage enhancements, working expiration lists for client contact and retention, and updating agency systems. The position also requires invoicing accounts, processing premiums, educating business partners on insurance products, and delivering high-quality customer service to achieve service standards and retention goals.
Insurance brokerage and consulting services
Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.