Commercial Lines Account Manager

Work set-up: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

California P&C license required., High school diploma or equivalent., At least 5 years of industry experience, including surplus/excess lines., Proficiency with Epic and Microsoft Office tools..

Key responsibilities:

  • Provide administrative support for renewals and policy documentation.
  • Process endorsements, certificates, and cancellations accurately and promptly.
  • Support client communication and educate partners on insurance products.
  • Maintain client files and assist with policy renewals and risk management activities.

Foundation Risk Partners logo
Foundation Risk Partners Insurance Scaleup https://www.FoundationRP.com/

Job description

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 fulltime, remote role with a preference on PST located candidates.

GENERAL FUNCTION:

Collaborates with the team to consistently deliver highquality customer service and ensures service standards including execution, delivery and retention are achieved. Provide 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 that 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:

Required profile

Experience

Industry :
Insurance
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Microsoft PowerPoint
  • Microsoft Word
  • Microsoft Excel
  • Negotiation
  • Time Management
  • Communication
  • Problem Solving

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