Talent.com
Commercial Lines Account Manager

Commercial Lines Account Manager

Foundation Risk PartnersLos Angeles, CA, US
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Woodland Hills, California, United States

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Commercial Lines Account Manager to their Sander Jacobs team in Woodland Hills, California.

Job Summary : Support producer(s) AND or Manager in the development and service of accounts. Provide clients with exceptional service during the policy year; assure successful renewal marketing; act as mentor to Technical Assistant (if applicable). Demonstrate support of agency business objectives and viewed as a positive role model and team player. Marketing of new business a significant aspect of the day to day duties of this role.

Marketing Responsibilities :

  • Market new business as assigned by producer and or Manager
  • Review and analyze information provided by producer; secure additional information from client / prospect when necessary; independently make recommendations regarding coverages and exposures; prepare applications in accordance with the agency's automation standards; submit information to carriers and independently negotiate placement.
  • Prepare proposal and present to insured (in person, mail, phone, etc.)
  • Finalize the issuance of coverage

Order coverage

  • Verify that all files, paper and electronic, meet the standards set by the agency
  • Develop and maintain ongoing knowledge of the current marketplace
  • Maintain contact and establish rapport with insurance carrier underwriters.
  • Maintain skills and knowledge of insurance contracts by taking classes and or webinars.
  • Maintain knowledge of various carrier rating programs and website service features
  • Thorough understanding of coverage differences between carriers and policy forms
  • Service Responsibilities :

  • Market renewal business as needed to provide the client with the most comprehensive coverage and competitive pricing. If marketing, complete and accurate submissions to be forwarded to carriers no later than 30 days prior to renewal.
  • Handle all client service requests according to agency standards, and if applicable, utilizing the support of a Technical Assistant.
  • Process incoming policies, assure accuracy of paper and electronic files, and transmit policies to client. As most policies are direct billed, make sure that the accounts are renewed in advance of expiration. See Monday reports.
  • Process endorsements in a timely manner. Requests should be sent to carrier within 24 hours of receiving from client.
  • Follow up on all suspended items in accordance with agency procedures
  • Handle incoming phone calls from clients and respond to requests in a timely manner. Agency goal is to return calls within same day.
  • Issue Binders, Certificates of Insurance, Evidences of Insurance and Auto ID cards (all within the authority of the agency.
  • Invoice all agency bill items within agency-defined guidelines.
  • Prepare and transmit Schedules of Insurance as requested. Goal is to update coverage prior to renewal.
  • Prepare and process premium finance agreements.
  • Provide Accounting Department with assistance in collecting accounts receivable.
  • Assure that work delegated to the Technical Assistant is completed accurately and professionally.
  • Complete documentation of phone calls and attachments / activities to be added to client file in EPIC (including phone calls, and other service related activities)
  • Present a professional and friendly demeanor when speaking to clients and or carriers. Goal is to develop a positive rapport and relationship.
  • Review accounts for the opportunity to "round out'' and / or provide additional coverages.
  • Look for opportunities to expand the client relationship to write coverages within other departments (Personal Lines, Benefits, Life, etc.)
  • Additional Responsibilities :

  • Adhere to the agency standards and procedures for account processing and automation
  • Participate in or direct special projects as assigned by Management
  • Perform other duties as may be assigned.
  • Demonstrate professional behavior and support of overall agency objectives.
  • Qualifications :

  • Current California Property and Casualty license. Designations (CPCU, CIC, CSR) preferred.
  • 7-15 years of experience handling Commercial accounts (manufacturing, Lessors Risk, General Property & Casualty coverages).
  • Thorough knowledge of the coverages, underwriting and rating of Commercial Lines insurance
  • Excellent oral and written communication skills
  • Experience working with agency automation systems. EPIC experience required.
  • Above average proficiency in Microsoft Word, Excel and Outlook
  • This 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

    $80,000 - $90,000 USD

    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 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.

    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!

    Create a Job Alert

    Interested in building your career at Foundation Risk Partners? Get future opportunities sent straight to your email.

    Apply for this job

    indicates a required field

    First Name

    Last Name

    Email

    Phone

    Location (City)

    Resume / CV

    Enter manually

    Accepted file types : pdf, doc, docx, txt, rtf

    Enter manually

    Accepted file types : pdf, doc, docx, txt, rtf

    Are you at least 18 years of age?

  • Select...
  • If hired, can you provide proof of your legal right to work in the United States?

  • Select...
  • If no, please describe your work authorization status.

    If you were referred by a current employee, please provide their first and last name

    If you have ever been employed by Foundation Risk Partners or an affiliated agency, please indicate what location(s) & the dates of your employment.

    Are you subject to a Non-Solicitation Agreement from your current or previous employer?

  • Select...
  • Are you subject to any Agreement from your current or previous employer that would restrict from being employed by Foundation Risk Partners? (e.g. Non-Compete, Non-Piracy, etc.)

  • Select...
  • Please select all insurance licensures you currently maintain

    Life & Health

    Property & Casualty

    FL 2-20

    FL 4-40

    Other

    What is you expected salary range

    I understand this application is intended for use in evaluating my qualifications for employment. Neither this application, nor any subsequent employment resulting from it, create an employment contract. False or misleading statements on this application and during an interview, if granted, are grounds for terminating the application process or, if discovered after employment, terminating employment. By typing my full legal name below, I understand and agree with these terms.

    Do you consent to receiving follow-up communication via text message (or SMS message) regarding your application status?

  • Select...
  • If yes, you can always opt-out by replying STOP at any time.

    Are you able to commute to Woodland Hills, California at least 2 days per week?

  • Select...
  • Voluntary Self-Identification

    For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

    As set forth in Foundation Risk Partners's Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

    If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows :

    A "disabled veteran" is one of the following : a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

    A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

    An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

    An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

    Select...

    Voluntary Self-Identification of Disability

    Form CC-305

    Page 1 of 1

    OMB Control Number 1250-0005

    Expires 04 / 30 / 2026

    Voluntary Self-Identification of Disability

    Form CC-305 Page 1 of 1 OMB Control Number 1250-0005 Expires 04 / 30 / 2026

    Why are you being asked to complete this form?

    We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

    Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov / ofccp .

    How do you know if you have a disability?

    A disability is a condition that substantially limits one or more of your "major life activities." If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to :

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV / AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and / or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson's disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit / hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
  • Disability Status Select...

    PUBLIC BURDEN STATEMENT : According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

    J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Commercial Lines Account Manager • Los Angeles, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Commercial Lines Sales Manager

    Commercial Lines Sales Manager

    GPACLakewood, CA, US
    serp_jobs.job_card.full_time
    Commercial Insurance Sales Manager - Insurance.We are looking for a Commercial insurance sales manager to be responsible for managing policy sales and overseeing the sales team.The responsibilities...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Dealership Account Manager - Los Angeles, CA

    Dealership Account Manager - Los Angeles, CA

    LendbuzzLos Angeles, CA, US
    serp_jobs.job_card.full_time
    Dealership Account Manager - Los Angeles, CA.Are you passionate about driving success in the automotive industry through innovation and diversity? Lendbuzz is seeking a talented Dealership Account ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Commercial Account Manager - Transportation (Remote)

    Commercial Account Manager - Transportation (Remote)

    Insurance Office of AmericaLong Beach, CA, US
    serp_jobs.job_card.full_time
    Title : Account Manager - Commercial Lines.Please note : If this position is posted as either fully remote and / or hybrid, in accordance with company policy, individuals residing within a 50-mile radi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Commercial Lines Account Manager

    Commercial Lines Account Manager

    GpacLakewood, California, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Position : Commercial Insurance Account Manager - Insurance.Accurately input policy updates and account information.Communicate with client, producer, and carrier underwriters in regards to policy a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Account ManagerLos Angeles; Denver

    Account ManagerLos Angeles; Denver

    ViaLos Angeles, CA, US
    serp_jobs.job_card.full_time
    Via is using technology to transform transportation around the world.From changing a single person's daily commute to reducing humanity's collective environmental footprint we've got huge goals.As...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Commercial Lines Account Manager

    Commercial Lines Account Manager

    The Demarco GroupBurbank, CA, US
    serp_jobs.job_card.full_time
    We are seeking an experienced Commercial Lines Account Manager to join a private regional broker that can be housed out of Burbank, Irvine, Pasadena, or Woodland Hills, CA / .The Commercial Lines Acc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Account Manager

    Account Manager

    InsuranceJobs.comLos Angeles, CA, United States
    serp_jobs.job_card.full_time
    Job Title : Commercial P&C Account Manager.Germani Insurance Services is an independent insurance agency based in Los Angeles, serving businesses across California since 2006.We specialize in Commer...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Experienced Commercial Lines Account Manager - Remote Opportunity

    Experienced Commercial Lines Account Manager - Remote Opportunity

    Core Brokers Insurance & Risk ManagementCosta Mesa, CA, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Join Our Growing Team at Core Brokers Insurance & Risk Management.We’re looking for an experienced Commercial Lines Account Manager to join our remote team.In this role, you’ll mana...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Commercial Lines Service Manager

    Commercial Lines Service Manager

    GpacLakewood, California, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Commercial Insurance Service Manager - Insurance.We are looking for a Commercial insurance Service Manager to be responsible for managing policy sales and overseeing the service team.The responsibi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Account Manager - Commercial Lines Insurance

    Account Manager - Commercial Lines Insurance

    Marsh McLennanVan Nuys, CA, US
    serp_jobs.job_card.full_time
    Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Account Manager - Commercial Lines Insurance

    Senior Account Manager - Commercial Lines Insurance

    Marsh McLennanVan Nuys, CA, US
    serp_jobs.job_card.full_time
    Momentous Insurance, A Marsh McLennan Agency provides commercial insurance, commercial entertainment, film and TV insurance, employee health & benefits insurance, and private client insurance solut...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Commercial Lines Account Manager - Remote - CA Residents

    Senior Commercial Lines Account Manager - Remote - CA Residents

    Insurance ReliefLos Angeles, CA, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Senior Commercial Lines Account Manager - Remote - CA Residents.If you are looking to join an independent insurance brokerage that prioritizes its employees and has an awesome team of dynamic insur...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Dealer Account Manager.

    Dealer Account Manager.

    Westlake Financial ServicesAgoura Hills, CA, US
    serp_jobs.job_card.full_time
    Job Location : Agoura Hills, CA.DEALER ACCOUNT MANAGER MERCHANT SERVICES.Founded in 2021, NowPay LLC is proud to be a part of the family of Hankey Group companies. With assets over $20 billion combin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Commercial Account Manager

    Commercial Account Manager

    BMS CATAnaheim, CA, US
    serp_jobs.job_card.full_time
    Founded in 1948, BMS CAT has a long-standing reputation as a leader in the restoration industry.From initial clean-up to complete rebuilds, BMS CAT is there every step of the way.We work on anythin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Commercial Lines Account Manager

    Commercial Lines Account Manager

    GPACLos Angeles, CA, US
    serp_jobs.job_card.full_time
    Commercial Insurance Account Manager - Insurance.Accurately input policy updates and account information.Communicate with client, producer, and carrier underwriters in regards to policy and coverag...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Commercial Lines Service Manager

    Commercial Lines Service Manager

    GPACLakewood, CA, US
    serp_jobs.job_card.full_time
    Commercial Insurance Service Manager - Insurance.We are looking for a Commercial Insurance Service Manager to be responsible for managing policy sales and overseeing the service team.The responsibi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    Commercial Lines Sales Manager

    Commercial Lines Sales Manager

    GpacLakewood, California, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Commercial Insurance Sales Manager - Insurance.We are looking for a Commercial insurance sales manager to be responsible for managing policy sales and overseeing the sales team.The responsibilities...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Commercial Lines Account Manager

    Commercial Lines Account Manager

    JobotGlendale, CA, US
    serp_jobs.job_card.full_time
    This Jobot Job is hosted by : Dana Stark.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary : $75,000 - $90,000 per year.We have almost 100 ye...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Commercial Lines Account Manager : Dealerships (Remote)

    Commercial Lines Account Manager : Dealerships (Remote)

    Insurance Office of AmericaEncino, CA, US
    serp_jobs.job_card.full_time
    Title : Account Manager - Commercial Lines.Arizona, California, Montana, Nevada, Washington.Please note : If this position is posted as either fully remote and / or hybrid, in accordance with company p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Commercial Lines Account Manager - Producer Operations Team (Fully Remote)

    Commercial Lines Account Manager - Producer Operations Team (Fully Remote)

    Insurance Office of AmericaLos Angeles, CA, US
    serp_jobs.job_card.full_time
    Title : Account Manager - Commercial Lines.Producer Operations Team, provides support to new producers during their first 3-6 months with account management and service, while also providing tempora...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days