Commercial Lines Account Manager New

Commercial Lines Account Manager – Foundation Risk Partners Foundation Risk Partners is adding a Commercial Lines Account Manager to their growing O’Kane & Tegay team located in San Francisco, CA. This is a full‑time, remote role with a preference for candidates located on PST. General Function Collaborates with the team to consistently deliver high‑quality customer service and ensures service standards—including execution, delivery, and retention—are achieved. Provides 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 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: gathering and preparing renewal information such as loss runs, driver lists, experience mod worksheets, etc. Processes endorsement requests, certificates of insurance, evidence of insurance, cancellation processing, and other support duties as assigned. Handles operations duties linked to new/existing accounts, risk management, marketing support, order entry, etc. Ensures all assigned transactions are executed in a timely and accurate manner and that all documentation is maintained to standards. Occasionally contacts clients to keep them informed about insurance. Educates and coaches business partners on insurance products, compliance, and operational duties. Invoices applicable accounts and processes premiums when required. Maintains current files and prepares policy renewal questionnaires, recommending coverage enhancements. Manages expiration lists prior to renewal for customer contact and improved retention. Performs agency system client updates and inputs according to department procedures. Minimum Knowledge, Skills, and Abilities Property & Casualty license in California (required). High school diploma or equivalent (required). Five or more years of industry experience (required). Epic experience (required). Surplus/excess lines experience (required). Ability to work independently with limited supervision. Prioritizes and effectively manages multiple tasks simultaneously. Intermediate computer skills: Microsoft Word, Excel, PowerPoint. Strong verbal and written communication, negotiation skills. Ability to process tasks from written and oral instructions. Competence in resolving issues involving clients, staff, and vendors. Compensation Pay Transparency Range: $70,000 – $80,000 USD. Salary may vary based on performance, location, and experience. Benefits Comprehensive medical, vision, and dental coverage. 401(k) with company match. Company‑paid life insurance, short‑term disability, long‑term disability. Generous paid time off: 18 days per year plus 10 paid holidays and 2 floating holidays. Equal Employment Opportunity 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. Disclaimer: 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 as necessary. #J-18808-Ljbffr