Our client has been recognized as a Best Place to Work in Insurance (2021–2025) by Business Insurance and by the Orange County Business Journal (2023–2025).
Position Summary
The Commercial Lines Account Manager supports Account Executives in managing client relationships and delivering customized insurance solutions. This role ensures efficient policy servicing, renewals, and day-to-day account management while providing exceptional customer service.
Key Responsibilities
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Support Account Executives with servicing and retaining commercial clients
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Manage policy renewals, endorsements, and coverage changes
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Collaborate with carriers and underwriters to negotiate terms
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Maintain accurate client records in the agency management system
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Assist in preparing proposals and identifying upsell opportunities
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Stay current on industry trends and regulations
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Deliver outstanding service and ensure client satisfaction
Qualifications
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5+ years in commercial lines insurance
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Active P&C license required
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CISR, CIC, CRM, or similar designation (or willingness to obtain within 18 months)
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Strong communication, multitasking, and problem-solving skills
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Proficient in Microsoft Office; AMS360 and ImageRight experience preferred
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Experience with Zoom/Teams for virtual client meetings
