About the position
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their growing O'Kane & Tegay team located in San Francisco, CA! The role is responsible for collaborating with the team to consistently deliver high-quality customer service and ensuring service standards including execution, delivery, and retention are achieved. The position requires providing efficient, professional, and courteous service to clients, by phone, in writing, and in person. The Account Manager is accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. This role is crucial in ensuring that actions and behaviors drive a positive customer experience while operating within the Insurance Agency's risk appetite.
Responsibilities
- Provides daily administrative support including gathering and preparing renewal information such as loss runs, drivers lists, experience mod worksheets.
- Processes endorsement requests, certificates of insurance, evidence of insurance, and cancellation processing as well as support duties as assigned.
- Handles operations duties linked to new/existing accounts, risk management, marketing support, order entry, etc.
- Ensures that all assigned transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards.
- Occasional contact with clients to ensure that they are informed about insurance.
- Educates and coaches business partners on insurance products, compliance, and operational duties.
- Invoices all applicable accounts and processes premiums when required.
- Maintains current files and prepares policy renewal questionnaires, recommending coverage enhancements.
- Works expiration lists prior to renewal for customer contact and improved retention.
- Performs agency system client updates and inputs into the system according to department procedures.
Requirements
- High School diploma or equivalent is required
- P&C license required
- 5+ years of industry experience
- AMS360 or Epic experience is required
- Surplus/excess lines experience is required
- 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 process tasks by written and oral instructions
- Ability to deal with problems involving clients and staff, as well as vendors.
