Foundation Risk Partners
Commercial Lines Account Manager
Auburn, California, United States
Sponsorship not specifiedDetected 29 days ago
Customer SupportCommunication
About the role
- The Account Manager is responsible for assisting the P&C Producers and clients with all servicing needs and providing information and guidance, as needed, to help to achieve the business goals.
- The Account Manager is also responsible for keeping abreast of industry trends, new product information, legislation, coverages, and technology to continuously improve the knowledge and performance of the agency.
- specifically in managing client needs, analyzing coverage forms and quotations
Responsibilities
- Provides technical support to P&C Producers
- Occasionally takes lead in renewal meeting with the client, strategy determination, marketing and carrier negotiations.
Requirements
- Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner
- Ability to understand written and oral communication and interpret abstract information.
- Knowledge of insurance products and usages
Benefits
- Provides technical support to P&C Producers; specifically in managing client needs, analyzing coverage forms and quotations
- Processes and following up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible
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