Small Commercial Lines Account Manager

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Small Business Commercial Lines Account Manager to their LBW team in Valencia, CA.Job Summary:The Account Manager is responsible for servicing a portfolio of small business commercial accounts, assisting P&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.Key Responsibilities:Provide technical and service support to P&C Producers, with a focus on small business commercial clientsManage client needs including coverage analysis, policy interpretation, endorsements, and quotationsAccompany P&C Producers on client and prospect meetings as requestedComplete and submit client applications; market accounts to appropriate carriers and follow up on quotations, endorsements, and policiesOrder, issue, and verify binders, certificates, policies, and endorsements; ensure accurate delivery to clients with appropriate correspondenceDetermine appropriate billing method (direct, agency, or premium financing) and invoice accordinglyPrepare summaries of insurance, proposals, schedules, and premium allocationsProcess renewals according to agency procedures; occasionally take a lead role in renewal strategy, marketing, carrier negotiations, and client meetingsReview audits for accuracy and facilitate corrections between carriers and clientsProcess incoming mail, emails, and phone requests promptly and professionallyApply agency credit and collection policies, pursue timely payments, and request cancellations when necessaryAnalyze cancellation requests, act to retain accounts when possible, and notify P&C ProducersIdentify potential exposures to loss and recommend appropriate coverages in coordination with ProducersMaintain strong working relationships with clients, carriers, vendors, and internal team membersStay current on industry trends, legislation, coverage changes, and insurance technologyCompetencies & Qualifications:Active CA Property & Casualty Insurance licenseExperience handling multiple lines of Commercial InsuranceSolid understanding of insurance products, markets, underwriting, and rating proceduresAdvanced ability to analyze complex insurance situations and communicate recommendations clearlyStrong negotiation, presentation, and client‐service skillsProficiency in Microsoft Outlook, Word, Excel, and Vertafore AMS360Ability to multi‐task, work independently, and take ownership of client servicingComfortable working in a fast‐paced, team‐oriented environmentExcellent attendance and reliability expectedAbility to lead servicing efforts and direct others when necessaryThis range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.Pay Transparency Range$65,000—$80,000 USDDisclaimer:While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.Equal Employment Opportunity (EEO):FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.Benefits:FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!