Commercial Lines Account Manager

Foundation Risk Partners, one of the fastest‑growing insurance brokerage and consulting firms in the U.S., is adding a Commercial Lines Account Manager to our expanding Northern California team! This hybrid role will support our George Petersen Insurance Agency division.

Job Summary:

As an Account Manager, you’ll manage client relationships, oversee policy renewals, and ensure coverage meets evolving business needs. This position is ideal for someone who thrives in a fast-paced environment, values client service, and enjoys collaborating with a team to provide tailored risk management strategies.

Essential Functions:

• Service Commercial Lines accounts as assigned 
  • Provide administrative and clerical support to producers. 
  • Assist in premium collection per agency procedures  
• Serve as liaison between clients and insurance companies, including issues involving billing, policy changes, cancellations, claims, etc. 
• Prioritize work load including  
  • Review applications, policies, endorsements, audits, cancellations for accuracy 
  • Assist clients with policy changes, coverage and accounting questions, resolves problems 
  • Prepare proposals and financial contracts  
  • Bind coverage 
  • Invoice policies and endorsements as particular to the line of insurance 
  • Follow up on new and renewal quotes 
  • All other service issues 
• Researches and resolves problems and concerns of clients regarding billing, policy changes, cancellations, claims, etc. 
• Assist producers with renewals for current clients per company procedure.   
  • Market accounts 90 days from the effective date. 
  • Assist producers in identifying additional areas of coverage needed 
  • Review quotations for accuracy of coverages/limits 
  • Assist with negotiating quotes with carriers when necessary 
• Maintain agency management system with both written and verbal communication of all transactions 
• Assists in training new commercial Account Managers, as needed. 
• Assist other agency departments in securing and/or providing necessary information on mutual clients 
• Participate in seminars and classes for skill and knowledge development 
• All other duties as assigned. 
• Employees are responsible for adherence to the stated expectations of the E&O Plus Quality Management Program. 
• The employee is responsible for adherence to the agency procedures and processes 

Competencies & Qualifications: 

• Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner 
• 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 deal with problems involving clients and staff, as well as vendors 
• Ability to demonstrate attention to detail with high degree of accuracy 
• Ability to multitask and prioritize a variety of activities 
• Ability to demonstrate a “client first” attitude 
• Ability to work on a team effectively  

Education & Experience:

• Minimum of 5 years re