Commercial Lines Account Manager

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Personal Lines Account Manager to their growing Knauf Maxwell team! This is a full-time, hybrid role located in Sacramento, California. 

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. While operating within the Insurance Agency’s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES: 

• Provides daily administrative support. Support includes but is not limited to gathering and preparing renewal information such as loss runs, drivers lists, experience mod worksheets.
• Process endorsement requests, certificates of insurance, evidence of insurance, cancellation processing as well as support duties as assigned.
• 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.
• 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.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• 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