foundationriskpartners

Commercial Lines Account Executive

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At a Glance

Location
Santa Rosa, California, United States
Posted
2026-03-10T18:22:16-04:00

Key Requirements

Required Skills

ExcelPowerPoint

Domain Knowledge

  • Insurance
  • Medical

Requirements

Ability to deal with problems involving clients and staff, as well as vendors

Ability to demonstrate a “client first” attitude

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental.

Compensation & Benefits

$55,000

$75,000 USD

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!

Responsibilities

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.

cross-selling opportunities and

Daily servicing of assigned commercial accounts including phone call and email communication with insureds, discussing coverages with insureds, processing change requests, researching billing questions, invoice and collection of premium for agency-billed policies, creating summaries of insurance, updating agency management system with all insured and carrier interactions, assisting claims department as necessary, maintaining good working relationship with carriers,

There is no sales goal

cross-selling, account rounding, and