Associate Account Manager at Foundation Risk Partners

<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><a style="font-weight: bold;" href="https://foundationrp.com/">Foundation Risk Partners</a><strong>, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a</strong><em style="font-weight: bold;"> Associate Account Manager</em><strong> to their</strong><strong>&nbsp;team in <em>Orange, CA</em></strong><strong>.&nbsp;</strong></span></p> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Job Summary:</strong></span></p> <div>Handle and process new and renewal <strong>commercial lines</strong> 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.</div> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Essential Functions:</strong></span></p> <div> <ul> <li>Input customer applications into the agency management system using carrier rating applications.</li> <li>Assemble applications, schedules, loss runs, photos, appraisals, and other supporting documentation for submission to insurance carriers for policy issuance.</li> <li>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.</li> <li>Monitor the renewal process by verifying that all policies listed on expiration reports have been renewed, rewritten, remarketed, or otherwise addressed.</li> <li>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.</li> <li>Maintain a suspense system to track outstanding orders, correspondence, reports, and overdue items requiring follow-up.</li> <li>Manage carrier interactions in accordance with agency standards.</li> <li>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.</li> <li>Handle routine correspondence between insurance carriers, the agency, and insured clients.</li> <li>Maintain familiarity with and adhere to agency Errors &amp; Omissions (E&amp;O) guidelines.</li> <li>Maintain electronic and/or paper files in an organized and up-to-date manner.</li> <li>Perform special projects and other duties as assigned by management.</li> </ul> </div> <p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><strong>Competencies &amp; Qualifications:&nbsp;</strong></span></p> <div> <ul> <li>Must be a self-starter with strong initiative, creativity, and excellent verbal and written communication skills.</li> <li>Should possess a thorough understanding of commercial lines underwriting, coverages, and policy administration.</li> <li>Must be proficient in computer keyboarding and data entry, with a high level of accuracy and attention to detail.</li> </ul> </div><div class="content-pay-transparency"><div class="pay-input"><div class="description"><p><span class="ui-provider ey blo qt blp blq blr bls blt blu blv blw blx bly blz bma bmb bmc bmd bme bmf bmg bmh bmi bmj bmk bml bmm bmn bmo bmp bmq bmr bms bmt bmu">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.</span></p></div><div class="title">Pay Transparency Range</div><div class="pay-range"><span>$50,000</span><span class="divider">&mdash;</span><span>$55,000 USD</span></div></div></div><div class="content-conclusion"><p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Disclaimer:</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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.</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Equal Employment Opportunity (EEO):</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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.</span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt; color: black;"><span style="font-weight: bold; color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">Benefits: </span></p> <p style="margin-top: 0pt; margin-bottom: 8pt; font-family: 'Times New Roman'; font-size: 12.0pt;"><span style="color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif;">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 &amp; 2 floating holidays!</span></p> <p>&nbsp;</p></div>