Account Manager, Commercial Lines
The J. Morey Company - an Ori-gen Family Company
About the role
At The J. Morey Company, we believe insurance is about more than policies and premiums—it’s about protecting businesses, supporting families, and strengthening the communities we serve. As Part Of The Ori-gen Family Of Companies, We Are Proud To Carry Forward a Legacy Built Over 45 Years Of Trusted Relationships, Service, And Community Impact.
Reports To
Commercial Lines Manager
Position Overview
The Commercial Lines Account Manager is responsible for managing and servicing a mid-sized book of commercial insurance clients while supporting the retention and growth of agency relationships. This role partners closely with Producers, carriers, and clients to provide proactive service, coordinate renewals, market accounts, and deliver insurance solutions that align with client needs. The ideal candidate is detail-oriented, responsive, technically proficient, and committed to delivering a high-quality client experience. Most importantly, you are a people person and enjoy creating new relationships with clients and teammates.
What You'll Do
- Client Service & Account Management
- Serve as the primary day-to-day contact for assigned commercial insurance clients.
- Build and maintain strong client relationships through responsive service and proactive communication.
- Care for ongoing client service needs, ensuring timely and accurate delivery of solutions.
- Process policy changes, endorsements, certificates of insurance, binders, cancellations, and other servicing requests.
- Aid clients with claims reporting and coordinate with internal resources to help facilitate claim resolution.
- Maintain accurate client records and documentation within the agency management system.
- New Business Support
- Partner with Producers and clients to gather underwriting information for new business opportunities.
- Prepare applications, submissions, proposals, and supporting documentation.
- Coordinate carrier submissions and obtain competitive coverage options.
- Aid with obtaining signatures, collecting required documentation, and managing follow-up activities.
- Attend client meetings when appropriate to support the sales and service process.
- Renewals & Account Retention
- Coordinate renewal strategy discussions with Producers and relevant stakeholders.
- Market renewal accounts and evaluate carrier responses.
- Prepare renewal proposals and coverage comparisons.
- Ensure all renewals are processed accurately and in accordance with agency standards.
- Review policy audits and facilitate corrections between carriers and clients when needed.
- Support account retention efforts through proactive service and coverage reviews.
- Coverage Analysis & Compliance
- Analyze contracts and certificate of insurance requirements to ensure compliance with insurance obligations.
- Identify potential coverage gaps or concerns.
- Maintain compliance with agency procedures, carrier requirements, and industry regulations.
- Ensure all client files and communications are documented accurately and thoroughly.
Qualifications
- Active California Property & Casualty License.
- Minimum 5 years of Commercial Lines insurance experience.
- Experience managing a commercial lines book of business.
- Strong understanding of commercial insurance coverages and policy structures.
- Experience marketing accounts and working directly with insurance carriers.
- Excellent written and verbal communication skills.
- Strong organizational and time-management abilities.
- Ability to manage multiple priorities in a fast-paced environment.
- Experience working with middle-market commercial accounts.
- Knowledge of commercial underwriting principles and rating methodologies.
- Experience reviewing contracts and insurance requirements.
- Proficiency with agency management systems and carrier portals.
Benefits
Comprehensive Portfolio of Benefits Medical, PPO, HMO & HSA options, Dental, Vision, Life, Disability, Critical Illness, Voluntary benefits, FSA Accounts, and more
Paid Time Off
Paid Time Off
Paid Holidays
Paid Holidays
Professional Development and Continuing Education Support
Professional Development and Continuing Education Support
Licensing Renewal Assistance
Licensing Renewal Assistance
Meaningful Work
Join an organization with more than 45 years of history and community impact. Build long-term relationships with clients who value trusted advisors. Be part of a growing company that values collaboration, service excellence, and giving back. Help businesses and families protect what matters most while building a rewarding and stable career.
Join a Culture That Places Family & Having Fun - Within Our Core Values
To Apply Or Learn More, Please Contact Terri Seki Chief People Officer tseki@ori-gen.com