Foundation Risk Partners

Commercial Lines Account Manager - Surety

San Francisco, California, United States

Sponsorship not specified$80k-$90kDetected 35 days ago

NegotiationExcelCustomer SupportEpicCommunicationOrganizational SkillsMicrosoft Office

About the role

The Account Manager is responsible for managing risk by openly exchanging ideas, elevating concerns, and adhering to established policies and procedures.
While operating within the agency's risk appetite, the Account Manager achieves results by identifying, assessing, managing, monitoring, and reporting risks of all types.
Communicate with clients regularly to keep them informed about bond and insurance matters.

The Commercial Lines Account Manager - Surety works collaboratively with the team to deliver exceptional customer service and ensure service standards - including execution, delivery, and retention - are consistently met.
Provide daily administrative support for Surety accounts, including gathering and preparing renewal information (loss runs, financial statements, experience mod worksheets).
Process Surety bond requests, endorsements, certificates of insurance, evidence of insurance, cancellations, and other assigned support duties.
Handle operational tasks related to new/existing Surety accounts, risk management, marketing support, and order entry.
Ensure timely and accurate execution of transactions and maintain documentation to agency standards.

Active P&C License in the State of California (required)
5+ years of industry experience, with a strong background in Surety and Commercial Lines
Experience with Epic agency management system (required)
Surplus/excess lines experience (required)
Ability to work independently with limited supervision
Ability to follow written and oral instructions and resolve client/vendor issues effectively

$80,000 - $90,000 USD
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.

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!
Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements where appropriate.

This position requires a commitment to doing the right thing for customers and colleagues, ensuring actions and behaviors create a positive client experience.

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.
Equal Employment Opportunity (EEO):

This listing is sourced directly from Foundation Risk Partners's careers page and normalized into a canonical job model.