Strategic Accounts Director
Kalepa$160,000 - $190,000/year
Full Time
Junior (1 to 2 years)
Commercial Lines Account Manager at Foundation Risk Partners
San Francisco, California, United States
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Insurance, Insurance BrokerageIndustries
Requirements
- P&C License in the State of California (required)
- High School diploma or equivalent (required)
- 5+ years of industry experience
- Epic system experience (required)
- Surplus/excess lines experience (required)
- Ability to work independently with limited supervision
- Strong organizational skills to prioritize and manage multiple tasks
- Intermediate computer skills (Microsoft Word, Excel, PowerPoint)
- Excellent verbal and written communication and negotiation skills
- Ability to follow written and oral instructions and resolve client/vendor issues effectively
Responsibilities
- Provide daily administrative support, including gathering and preparing renewal information (loss runs, driver lists, experience mod worksheets)
- Process endorsement requests, certificates of insurance, evidence of insurance, cancellations, and other assigned support duties
- Handle operations tasks related to new/existing accounts, risk management, marketing support, and order entry
- Ensure timely and accurate execution of transactions and maintain documentation to agency standards
- Communicate with clients occasionally to keep them informed about insurance matters
- Educate and coach business partners on insurance products, compliance, and operational duties
- Invoice applicable accounts and process premiums as required
- Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements
- Review expiration lists prior to renewal for customer contact and improved retention
- Update client information in the agency system according to department procedures
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary range for this Commercial Lines Account Manager position?
This information is not specified in the job description.
Is this a remote role, or do I need to work in an office?
This is a hybrid role working from any of FRP's California locations.
What are the key qualifications and skills required for this role?
Candidates need a P&C License in California, high school diploma or equivalent, 5+ years of industry experience, Epic system experience, and surplus/excess lines experience. Additional requirements include strong organizational skills, intermediate computer skills in Microsoft Office, and excellent verbal and written communication skills.
What does the team environment look like at Foundation Risk Partners?
The role involves collaborating with the growing Northern California team to deliver high-quality customer service and achieve service standards including execution, delivery, and retention.
What makes a strong candidate for this Account Manager position?
Strong candidates will have the required P&C License, Epic system and surplus lines experience, 5+ years in the industry, and demonstrate ability to work independently with strong organizational and communication skills.
Foundation Risk Partners
Insurance brokerage and consulting services
About Foundation Risk Partners
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.
Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation
Risks
Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.
Differentiation
Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.
Upsides
AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.
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