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

PRODUCT MANAGER INTERN

PropHero is an AI-driven marketplace transforming property investment. Backed by global VCs and founded by McKinsey alumni, we’re expanding our team. Join our thriving, and flexible culture, surrounded by ambitious individuals driving change. At PropHero, we’re making property investment as simple as shares or ETFs—be part of the future we’re building!

We are value-driven!

🤝 BELIEVE: We have a contagious passion and entrepreneurial spirit.

🔍 CONNECT: We care for each other and create a “one-team” spirit.

📈 RAISING THE BAR: We push for exceptional performance and never settle for mediocrity.

🔥 OWN IT: We are owners no matter the circumstances.

🌐 DELIVER: We deliver meaningful, measurable outcomes driving a positive impact.

Do these values resonate with you? Keep reading!

How you will shape Prophero:

• • Support the Product team in the discovery, definition, and delivery of new product features and improvements.

  • Collaborate closely with Engineers, Designers, and Product Managers to help translate business and user needs into clear product requirements.

  • Assist in writing and maintaining product documentation such as user stories, requirements, and product specs.

  • Participate in product discovery activities, including user research, feedback analysis, and data review, to identify pain points and opportunities.

  • Help prioritize initiatives by analyzing impact, effort, and alignment with business goals.

  • Support the monitoring of product performance by tracking metrics, outcomes, and user feedback after feature releases.

  • Contribute to continuous product improvement by bringing fresh ideas, curiosity, and a user-centric mindset.

What you will bring to our team:

• Experience & Background:

  • Currently pursuing a Bachelor’s or Master’s degree in Engineering, Business, Technology, Product, or a related field.

  • Strong interest in Product Management within a tech-driven environment.

  • Previous exposure to product, tech, UX, or agile methodologies (through internships, projects, or coursework) is a plus, but not required.

  General Skills:

  • Structured thinking with the ability to break down complex problems into clear, actionable requirements.

  • Strong communication skills to collaborate with cross-functional teams and align stakeholders.

  • Analytical mindset with interest in data, metrics, and user behavior.

  • Proactive, curious, and eager to learn in a fast-paced startup environment.

  • Ability to manage multiple tasks and priorities while maintaining attention to detail.

  • User-first mentality combined with a strong business and technical curiosity.

  Language:

  • Advanced English, as we are a globally distributed team and English is used for all internal communication.

What can we offer you:

🚀 Growth Mindset

We believe in pushing boundaries and embracing challenges. Whether it’s exploring new tools, improving processes, or taking on uncharted projects, we support a culture of curiosity and innovation where learning never stops.

🌎 A Diverse, Collaborative Team

Join a global team that celebrates diversity and thrives on collaboration. With team members from all over the world, we bring together unique perspectives, ideas, and experiences to create meaningful impact and drive innovation.

📚 Continuous Learning & Development

No matter your background or field of study, you’ll find endless opportunities to learn, grow, and contribute. Our open, transparent environment encourages the exchange of ideas, helping you unlock your full potential.

🌟 Career Growth in an Early-Stage Startup

Be part of a fast-growing startup with global ambitions. As we scale, so will your opportunities to take on more responsibility, shape our success, and advance your career.

💰 Competitive Compensation Package

We value your contributions and offer a competitive economic package to match your impact.

Diversity Statement

At Prophero, we are committed to fostering an inclusive and equitable workplace where diverse perspectives and backgrounds are not only welcomed but celebrated. We believe that diversity drives innovation and empowers us to build stronger connections with our clients and communities. 

Prophero is an equal opportunity employer and is dedicated to ensuring a hiring process free from discrimination based on race, ethnicity, gender, age, disability, religion, sexual orientation, or any other characteristic protected by law. Our mission is to create a workplace where everyone feels valued, supported, and empowered to achieve their full potential.