Commercial Lines Account Manager at Foundation Risk Partners

Foundation Risk Partners is seeking a Commercial Lines Account Manager to join their Knauf Maxwell team. This is a hybrid role based in Orange, California. The Account Manager will collaborate with the team to deliver high-quality customer service, ensure service standards are met, and provide efficient service to clients.

Role Involves:
• Providing daily administrative support, including gathering renewal information and processing endorsements.
• Processing operations duties related to new and existing accounts.
• Ensuring timely and accurate execution of assigned transactions.
• Occasional client contact to provide insurance information.
• Educating business partners on insurance products and compliance.
• Invoicing accounts and processing premiums.
• Maintaining current files and preparing policy renewal questionnaires.
• Updating agency system client information.

Requirements:
• P&C license in the State of California.
• High School diploma or equivalent.
• 5+ years of industry experience.
• Epic experience.
• Surplus/excess lines experience.
• Ability to work independently.
• Strong computer skills (Microsoft Word, Excel, PowerPoint).
• Strong communication and negotiation skills.

Role Offers:
• Comprehensive health-related benefit options (medical, vision, dental).
• 401(k) with company match.
• Company-paid life insurance, STD, and LTD.
• Generous PTO policy (18 days per year) plus 10 paid holidays & 2 floating holidays!