Senior Commercial Lines Account Manager
Foundation Risk PartnersAbout the role
<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><a style="font-weight: bold;" href="https://foundationrp.com/">Foundation Risk Partners</a><strong>, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a</strong><em style="font-weight: bold;"> Commercial Lines Account Manager</em><strong> to their Lloyd S. Berkett</strong><strong> team in </strong><em style="font-weight: bold;">Los Angeles, CA</em><strong> Metro Region. </strong></span></p> <p><strong>Job Summary:</strong></p> <p>The Account Manager is responsible for assisting the P&C Producers and clients with all servicing needs and providing information and guidance, as needed, to help to achieve the business goals. The Account Manager maintains an effective relationship with clients, co-workers, carriers, vendors, and other business contacts. The Account Manager is also responsible for keeping abreast of industry trends, new product information, legislation, coverages, and technology to continuously improve the knowledge and performance of the agency. </p> <p><strong>Essential Functions:</strong></p> <ul> <li>Provides technical support to P&C Producers; specifically in managing client needs, analyzing coverage forms and quotations </li> <li>Accompanies P&C Producers on client and prospect meetings as requested </li> <li>Completes client applications in coordination with P&C Producers; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations, endorsements, and policies </li> <li>Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence with the assistance of the Associate Account Consultant. </li> <li>Determines if direct billing, agency billing or premium financing is appropriate and invoices accordingly </li> <li>Prepares summaries of insurance, schedules and proposals as needed </li> <li>Processes renewals in coordination with P&C Producers according to agency procedures. Occasionally takes lead in renewal meeting with the client, strategy determination, marketing and carrier negotiations. </li> <li>Reviews audits of policies; verifies accuracy and facilitates&
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