Jobs · Finance

Account Manager, Commercial Lines (Mavrix)

Heffernan Insurance Brokers · Walnut Creek, CA · 5 mo ago
RemoteRemoteFinance$70k–$75k/yrFull-time

About the role

The Commercial Account Manager role at Mavrix is responsible for servicing and managing a book of business consisting of small commercial accounts, typically under $10,000 in revenue. This role is client-facing, requiring a mix of technical insurance knowledge, proactive communication, and strong organizational skills.

Responsibilities

  • Serve as the day-to-day contact for small commercial clients, providing timely and professional service support.
  • Manage policy renewals, coverage changes, certificates, billing questions, and other service needs.
  • Process endorsements, audits, cancellations, and reinstatements accurately and promptly.
  • Cook up summaries and present recommendations in collaboration with producers or franchisees.
  • Submit applications and supplementals to carriers for quoting as needed.
  • Identify opportunities for coverage improvements or upselling appropriate to client needs.
  • Maintain accurate, complete client files in the agency management system (EPIC).
  • Ensure all documentation and servicing activity comply with agency standards and E&O best practices.
  • Support the transition to Applied digital tools or other client service platforms with a focus on consistency and efficiency.

Qualifications

  • A high school diploma or GED is required.
  • A bachelor’s degree is preferred.
  • At least 3 years of experience in commercial lines account management.
  • An active P&C license is required.
  • Strong knowledge of small commercial lines, including GL, WC, BOP, Auto, and Umbrella.
  • Familiarity with agency management systems (preferably EPIC).
  • Proficiency in MS Office, specifically Outlook, Excel, and Word.
  • Solid communication skills, both written and verbal.
  • Organized, self-motivated, and detail-oriented.

Pay

The base salary range for this position is $70,000 to $75,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role is eligible to participate in an annual bonus program.

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