Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Small Business Commercial Lines Account Manager to their LBW team in Valencia, CA. 

Job Summary:

The Account Manager is responsible for servicing a portfolio of small business commercial accounts, assisting P&C Producers with day‑to‑day account management, and providing clients with guidance and support to meet their insurance needs. This role requires in‑depth knowledge of commercial coverages, strong organizational skills, and the ability to independently manage servicing responsibilities while collaborating with internal teams, carriers, and vendors.

Key Responsibilities: 

• Provide technical and service support to P&C Producers, with a focus on small business commercial clients
• Manage client needs including coverage analysis, policy interpretation, endorsements, and quotations
• Accompany P&C Producers on client and prospect meetings as requested
• Complete and submit client applications; market accounts to appropriate carriers and follow up on quotations, endorsements, and policies
• Order, issue, and verify binders, certificates, policies, and endorsements; ensure accurate delivery to clients with appropriate correspondence
• Determine appropriate billing method (direct, agency, or premium financing) and invoice accordingly
• Prepare summaries of insurance, proposals, schedules, and premium allocations
• Process renewals according to agency procedures; occasionally take a lead role in renewal strategy, marketing, carrier negotiations, and client meetings
• Review audits for accuracy and facilitate corrections between carriers and clients
• Process incoming mail, emails, and phone requests promptly and professionally
• Apply agency credit and collection policies, pursue timely payments, and request cancellations when necessary
• Analyze cancellation requests, act to retain accounts when possible, and notify P&C Producers
• Identify potential exposures to loss and recommend appropriate coverages in coordination with Producers
• Maintain strong working relationships with clients, carriers, vendors, and internal team members
• Stay current on industry trends, legislation, coverage changes, and insurance technology

Competencies & Qualifications: 

• Active CA Property & Casualty Insurance license
• Experience handling multiple lines of Commercial Insurance
• Solid understanding of insurance products, markets, underwriting, and rating procedures
• Advanced ability to analyze complex insurance situations and communicate recommendations clearly
• Strong negotiation, presentation, and client‑service skills
• Proficiency in Microsoft Outlook, Word, Excel, and Vertafore AMS360
• Ability to multi‑task, work independently, and take ownership of client servicing
• Comfortable working in a fast‑paced, team‑oriented environment
• Excellent attendance and reliability expected
• Ability to lead servicing efforts and direct others when necessary

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Specialist to their LBW team in Valencia, CA. 

*On-site and Hybrid options available. 

Job Summary:

Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist (AS) is responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting (the team) with activities related to marketing, sales, and service of multiple client accounts (Book of Business).   

Essential Functions:

• As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by:
  • Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information)
  • Supporting the team with the preparation, analysis and delivery of materials that makeup the deliverable (i.e. exhibits, reports and presentations)
  • Completing/fulfilling assigned implementation tasks associated with client related projects
  • Coordinating activities and successfully completing regulatory tasks (i.e. 5500’s, ACA and other notices/disclosures) throughout the year
  • Prepare standard and ad-hoc reports (as needed)
  • Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials
  • Participating (whenever appropriate) in client meetings/presentations
• At various times throughout the year (i.e. Open Enrollment), prepare and review employee education and communication materials (i.e. Benefit Guides).  
• Assist in the coordination Open Enrollment activities (includes conducting meetings).  
• Perform necessary steps (including timely follow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns. 
• Interact with carriers and vendors on behalf of the client and the team.

Competencies & Qualifications: 

• Knowledge of EASE or Employee Navigator is a plus.
• Strong attention to detail, well organized and responsive.
• Proficient in MS Office Suite.
• Ability to quickly learn new skills.
• Ability to establish relationships.
• Strong oral and written communication skills.
• Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines.
• Basic understanding of insurance and healthcare.
• Willingness to learn regulatory and compliance matters, including healthcare reform.
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Education & Experience:

• Bachelor’s Degree preferred.  
• State Specific Resident Life & Health License is required within six months from date of hire.