Small Commercial Lines Account Manager

<p><a href="https://foundationrp.com/"><strong>Foundation Risk Partners</strong></a><strong>, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an<em> </em>Small Business Commercial Lines Account Manager to their </strong><a href="http://www.lbwinsurance.com/"><strong>LBW </strong></a><strong>team in Valencia, CA.&nbsp;<br></strong></p> <p><strong>Job Summary:<br><br></strong>The Account Manager is responsible for servicing a portfolio of small business commercial accounts, assisting P&amp;C Producers with day‑to‑day account management, and providing clients with guidance and support to meet their insurance needs. This role requires in‑depth knowledge of commercial coverages, strong organizational skills, and the ability to independently manage servicing responsibilities while collaborating with internal teams, carriers, and vendors.</p> <p><strong>Key Responsibilities:</strong>&nbsp;</p> <ul> <li>Provide technical and service support to P&amp;C Producers, with a focus on small business commercial clients</li> <li>Manage client needs including coverage analysis, policy interpretation, endorsements, and quotations</li> <li>Accompany P&amp;C Producers on client and prospect meetings as requested</li> <li>Complete and submit client applications; market accounts to appropriate carriers and follow up on quotations, endorsements, and policies</li> <li>Order, issue, and verify binders, certificates, policies, and endorsements; ensure accurate delivery to clients with appropriate correspondence</li> <li>Determine appropriate billing method (direct, agency, or premium financing) and invoice accordingly</li> <li>Prepare summaries of insurance, proposals, schedules, and premium allocations</li> <li>Process renewals according to agency procedures; occasionally take a lead role in renewal strategy, marketing, carrier negotiations, and client meetings</li> <li>Review audits for accuracy and facilitate corrections between carriers and clients</li> <li>Process incoming mail, emails, and phone requests promptly and professionally</li> <li>Apply agency credit and collection policies, pursue timely payments, and request cancellations when necessary</li> <li>Analyze cancellation requests, act to retain accounts when possible, and notify P&amp;C Producers</li> <li>Identify potential exposures to loss and recommend appropriate coverages in coordination with Producers</li> <li>Maintain strong working relationships with clients, carriers, vendors, and internal team members</li> <li>Stay current on industry trends, legislation, coverage changes, and insu