Foundation Risk Partners

Manage and service commercial insurance accounts, identify cross-selling opportunities, and assist in policy quoting and binding. | Minimum 5 years of insurance industry experience, Property & Casualty License, and knowledge of insurance management systems. | Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Commercial Lines Account Executive in the Small Business Unit to their George Petersen Insurance Agency team in Eureka, CA Metro Region. Job Summary: 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. Note: 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. Essential Functions: • 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 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, and renewing policies for assigned accounts • Prioritize workload and/or request assistance as required. Includes keeping email, 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. • Setup new accounts in 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 Competencies & Qualifications: • Ability to analyze complex insurance situations, needs and options and communicate theseoptions 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 Applied Epic is highly preferred • High school diploma, college degree preferred • Property & Casualty License

Lead and manage cross-functional projects from initiation to close-out, develop project plans and reports, coordinate resources and vendors, and support Workday initiatives. | 10+ years of project management experience, PMP or similar certification, strong Agile and Waterfall knowledge, stakeholder management skills, and experience with Workday projects preferred. | This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves managing and leading a variety of projects within the organization. • Lead and manage cross-functional projects from initiation through to delivery and close-out. • Develop detailed project plans, timelines, status reports, and risk registers. • Partner with technical and business stakeholders to define scope, success metrics, and governance structures. • Coordinate internal resources and third parties/vendors as needed. • Provide clear and concise reporting and communication to executive-level stakeholders. • Ensure projects are delivered on time, within scope, and within budget. • Contribute to organizational PMO standards and process improvements where applicable. • Support Workday-related initiatives (e.g., implementation, optimization, integrations) as part of initial engagement. Qualifications • 10+ years of end-to-end project management experience in mid-to-large-scale enterprise environments. • Strong understanding and application of both Agile (Scrum/Kanban) and Waterfall methodologies. • Project Management certification (PMP, PRINCE2, PMI-ACP, or similar). • Comfortable balancing multiple priorities in fast-paced settings. • Demonstrated experience managing cross-functional teams and external vendors. • Strong stakeholder management and executive communication skills. • High proficiency with Microsoft Excel and PowerPoint for analysis and executive reporting. • Experience with Workday projects is a strong plus. • Previous experience at a large consultancy (e.g., Big 4, Accenture, etc.) is highly desirable. • Experience performing Business Analyst duties (e.g., requirements gathering, process mapping) is a nice-to-have. • Ability to operate independently in ambiguous environments. Benefits • Comprehensive range of health-related benefit options including medical, vision, and dental. • 401(k) with company match. • Company paid life insurance, STD, LTD. • Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays.