Commercial Lines Account Manager
foundationriskpartners
Associate Account Manager
foundationriskpartners· Account Management
About this role
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Associate Account Manager to their team in Orange, CA.
Job Summary:
Handle and process new and renewal commercial lines business and claim inquiries. Initiate cross-sell opportunities from the existing book of business and develop new client sources when possible. Provide in-house customer service support to commercial lines customer service representatives.
Essential Functions:
- Input customer applications into the agency management system using carrier rating applications.
- Assemble applications, schedules, loss runs, photos, appraisals, and other supporting documentation for submission to insurance carriers for policy issuance.
- Review new and renewal policies for accuracy in rating, coverage, and policy details. Ensure policies are delivered or mailed to clients. Advise the service representative when premium increases are 10% or greater.
- Monitor the renewal process by verifying that all policies listed on expiration reports have been renewed, rewritten, remarketed, or otherwise addressed.
- Respond to phone calls from clients and insurance carriers regarding certificates of insurance, evidences of property, and other policy-related documentation. Issue documents according to agency procedures.
- Maintain a suspense system to track outstanding orders, correspondence, reports, and overdue items requiring follow-up.
- Manage carrier interactions in accordance with agency standards.
- Update agency systems for policy cancellations and reinstatements based on agency reports. Follow up on requests for additional information, audits, loss runs, inspections, and other outstanding items.
- Handle routine correspondence between insurance carriers, the agency, and insured clients.
- Maintain familiarity with and adhere to agency Errors & Omissions (E&O) guidelines.
- Maintain electronic and/or paper files in an organized and up-to-date manner.
- Perform special projects and other duties as assigned by management.
Competencies & Qualifications:
- Must be a self-starter with strong initiative, creativity, and excellent verbal and written communication skills.
- Should possess a thorough understanding of commercial lines underwriting, coverages, and policy administration.
- Must be proficient in computer keyboarding and data entry, with a high level of accuracy and attention to detail.
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
$50,000—$55,000 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.
Benefits:
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!
Frequently Asked Questions
What is the salary for the Associate Account Manager role at foundationriskpartners?
The listed salary for this Associate Account Manager position at foundationriskpartners is USD 50K–55K. This is an full-time role.
Where is the Associate Account Manager position at foundationriskpartners located?
This Associate Account Manager role at foundationriskpartners is based in Orange, California, United States. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Which team or department does the Associate Account Manager at foundationriskpartners belong to?
This Associate Account Manager position is part of the Account Management department at foundationriskpartners. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Associate Account Manager position at foundationriskpartners?
Click the "Apply Now" button on this page. You will be redirected to foundationriskpartners's official application portal hosted on greenhouse where you can submit your application directly.
When was the Associate Account Manager job at foundationriskpartners posted?
This Associate Account Manager position at foundationriskpartners was posted on Sep 21, 2026. Apply as soon as possible — early applications are often reviewed first.
Associate Account Manager
foundationriskpartners · 💰 USD 50K–55K
You'll be redirected to foundationriskpartners's official application page on Greenhouse.