Commercial Lines Account Executive

Job Overview

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Executive in the Small Business Unit to their George Petersen Insurance Agency team in San Rafael, CA Metro Region.

We’re looking for a dynamic professional to join our Small Business Unit (SBU) team in a role that blends account management with growth opportunities. Responsibilities include advanced communication skills, strong knowledge of insurance products, retaining an assigned book of business, as well as quoting and binding new policies for new and existing commercial lines accounts.

This position offers a significant opportunity to sell and develop new business, making it ideal for individuals who enjoy building relationships and driving revenue growth.

• Review existing commercial accounts for cross‑selling opportunities and gaps in coverage to help eliminate E&O exposures.
• Daily servicing of assigned commercial accounts including phone call and email communication with insureds, discussing coverages, processing change requests, researching billing questions, invoicing and collecting premium for agency‑billed policies, creating summaries of insurance, updating the agency management system with all insured and carrier interactions, assisting the claims department as necessary, maintaining good working relationship with carriers, and renewing policies for assigned accounts.
  • Prioritize workload and/or request assistance as required. Includes keeping emails, open activities, and daily documents current based on agency standards.
  • Quote and bind new business from call‑ins or referrals from other agency staff.
    • Cold calling is not required.
    • There is no sales goal assigned to this position.
  • Set up new accounts in the agency management system at the beginning of the quoting process and complete account setup once the account is bound.
  • Conduct client and prospect appointments both in‑house or offsite.
  • Assist other departments in cross‑selling, account rounding, and securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
  • The employee is responsible for adherence to the agency procedures and processes.

• 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.

• Minimum of 5 years related experience in the insurance industry.
• Knowledge of Applied Epic is highly preferred.
• Property & Casualty License.

Pay Transparency Range: $55,000 - $75,000 USD.

Disclaimer:
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 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.

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.