Commercial Lines Account Manager - Small Business Unit

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Pinnacle Brokers Small Business Unit team in Walnut Creek. 

Job Summary:

Serves as a key member of the Small Business Unit, delivering consistent, high‑quality customer service to commercial lines clients. Ensures service standards around execution, accuracy, responsiveness, and retention are met or exceeded. Provides efficient, professional, and courteous support by phone, email, and in person while maintaining a strong focus on client satisfaction and policy stewardship.

This role is accountable for managing risk appropriately by sharing ideas, identifying concerns, and following agency policies and procedures. Always acts in the best interest of clients and colleagues, ensuring that work and communication deliver a positive customer experience.

Essential Functions:

• Provide daily service and administrative support to Producers, Account Executives, and assigned small business commercial lines clients.
• Prepare renewal materials including updated exposure information, loss runs, driver lists, and required underwriting documentation.
• Manage a diverse book of small commercial accounts, including BOP, General Liability, Property, Workers’ Compensation, Commercial Auto, and Umbrella.
• Process endorsement requests, certificates of insurance, evidences of insurance, cancellations, reinstatements, and other servicing tasks.
• Assist clients with claims reporting, monitor claim status, and provide updates to internal staff and clients.
• Ensure transactions are completed accurately, efficiently, and in compliance with agency standards and carrier guidelines.
• Maintain current electronic files, update agency systems, and ensure documentation meets department procedures.
• Prepare renewal questionnaires, evaluate coverage needs, and identify exposure gaps or enhancement opportunities.
• Work renewal expiration lists to proactively contact clients, gather required information, and support retention efforts.
• Communicate directly with clients as needed to review policy details, answer questions, and provide updates.
• Educate business partners, team members, and clients on insurance products, coverage options, compliance requirements, and workflows.
• Support Producers and Account Executives with marketing activities, applications, quote comparisons, and new business processing.
• Invoice assigned accounts, process premium payments, and assist with billing questions or carrier inquiries.
• Complete operational tasks for new and existing accounts including data entry, documentation management, and system updates.

Competencies & Qualifications: 

• Ability to analyze complex insurance situations, needs and options and communicate these options both verbally and in writing in a clear, concise manner 
• Must be able to work independently with limited supervision 
• Must be able to prioritize and effectively manage multiple tasks at once 
• Intermediate computer skills with demonstrated knowledge of Microsoft Word, Excel, and PowerPoint 
• Strong verbal and written communication and negotiation skills 
• Ability to deal with problems involving clients and staff, as well as vendors 
• Ability to demonstrate attention to detail with high degree of accuracy 
• Ability to multitask and prioritize a variety of activities 
• Ability to demonstrate a “client first” attitude 
• Ability to work on a team effectively

Education & Experience:

• Minimum of 5 years related experience in the insurance industry 
• Knowledge of EPIC highly preferred  
• High school diploma, college degree preferred  
• Property & Casualty License