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Commercial Lines Account Manager

Company: Foundation Risk Partners
Location: Walnut Creek
Posted on: January 9, 2022

Job Description:

Job DescriptionFoundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a seasoned Commercial Lines Account Manager to their PinnacleBroker Team team in Walnut Creek, CA.The Commercial Middle Market Account Manager is responsible for assisting clients with service needs and making changes to existing accounts as designated. To meet service and sales delivery standards and perform essential functions to the quality standards developed. This position will assist producers/account executives in the placement of new business, maintain high service standards for all renewals, and will adhere to the procedures of the organization as prescribed including proper documentation. This position will assist producers/account executives in handling and processing of new and renewal commercial business and maintaining high service standards.Essential Functions:Maintain a working knowledge of procedures for both insurers and our organization.Document client files in a timely manner according to firm's procedures, including activities and attachments.Review activities for potential errors or omissions and advise management accordingly.Process new and renewal business as required, while maintaining market security and minimum standards.Review new applications for underwriting acceptability, and accuracy.Receive phone calls and office visitors requesting quotes, changes to existing coverages and/or new policies from present clients. Determine acceptability and complete applications or endorsements and collect premium when applicable.Maintain working knowledge of insurer websites and downloads as required.Verify accuracy of policies.Place all policies that qualify in a direct bill program if appropriate.Process claims as required.Process binders as required.Process cancellations as required.Process certificates, evidences and auto ID cards as required.Invoice premium transactions as required.Process audits as required.Process endorsements as required.Process loss control recommendations as required.Maintain own automated follow-up and suspense file on outstanding orders, correspondence. Follow up on overdue and suspense items.Actively solicit increases in coverage or rounding out accounts.Perform all actions relating to the public, customers, and companies in a manner that will avoid issues involving potential errors and omissions.Participate in seminars and other training to maintain required license and for knowledge and skill development.Actively refer clients to other departments for solicitation of new business.Assist or fill-in for Account Manager(s) as directed.Train other employees as requested.Backup in other processing or support areas as requested.Perform other duties as requested, or required.RequirementsKnowledge, Skills and Abilities:Minimum five years' experience in similar position, including customer service position with sales support responsibilities, underwriting and rating background. Property-casualty insurance broker/agent license is required.Should have thorough understanding of commercial lines underwriting and coverages.Must be a self-starter, imaginative and creative with good communication skills, both verbal and written.Strong proficiency in Microsoft Windows, Word, Excel, Outlook. PowerPoint is desirable.Ability to understand written and oral communication, and interpret abstract information.

Keywords: Foundation Risk Partners, Walnut Creek , Commercial Lines Account Manager, Executive , Walnut Creek, California

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