Commercial Lines Account Manager - Surety

Job Overview

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager – Surety to their team in Napa, CA Metro Region.

The Commercial Lines Account Manager – Surety works collaboratively with the team to deliver exceptional customer service and ensure service standards - including execution, delivery, and retention - are consistently met. This role provides efficient, professional, and courteous service to clients by phone, email, and in person, with a strong focus on Surety bond requirements and compliance.

• Provide daily administrative support for Surety accounts, including gathering and preparing renewal information (loss runs, financial statements, experience mod worksheets).
• 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 to keep them informed about 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 where appropriate.
• Review expiration lists prior to renewal for proactive customer contact and improved retention.
• Update client information in the agency system according to department procedures.

• Active P&C License in the State of California (required)
• 5+ years of industry experience, with a strong background in Surety and Commercial Lines
• Experience with Epic agency management system (required)
• Surplus/excess lines experience (required)
• 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

Pay Transparency Range: $80,000 USD - $90,000 USD

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

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.

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays.

Not Applicable

Full-time

Construction