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About the Role

Foundation Risk Partners is seeking a Commercial Lines Account Manager - Surety to join their team in the San Francisco, CA Metro Region. This role focuses on delivering exceptional customer service, managing risk, and ensuring client satisfaction within the Surety bond landscape.

Responsibilities

• Provide daily administrative support for Surety accounts, including gathering and preparing renewal information.
• 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.
• Communicate with clients regularly regarding bond and insurance matters.
• Educate and coach business partners on Surety products, compliance requirements, and operational processes.
• Invoice applicable accounts and process premiums as required.
• Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements.
• Review expiration lists prior to renewal for proactive customer contact and improved retention.
• Update client information in the agency system according to department procedures.

Requirements

• Active P&C License in the State of California
• 5+ years of industry experience, with a strong background in Surety and Commercial Lines
• Experience with Epic agency management system
• Surplus/excess lines experience
• Ability to work independently with limited supervision
• Strong organizational skills to prioritize and manage multiple tasks
• Intermediate computer skills (Microsoft Word, Excel, PowerPoint)
• Excellent verbal and written communication and negotiation skills
• Ability to follow written and oral instructions and resolve client/vendor issues effectively

Skills

• Surety bond requirements and compliance
• Risk management
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Communication
• Negotiation

Location

• San Francisco, CA Metro Region

Work Type

• Full-time

Experience Level

• 5+ years

Salary/Compensations

• $80,000—$90,000 USD

Benefits

• Medical
• Vision
• Dental
• 401(k) with company match
• Company paid life insurance
• STD
• LTD
• 18 days PTO per year
• 10 paid holidays
• 2 floating holidays

About the Company

• Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US.

Equal Opportunity

• 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.