Jobs · Finance · California

Commercial Insurance Account Manager

The Jonus Group · Placerville, CA · 2 mo ago
Finance$80k–$95k/yrFull-time

About the role

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. If you are a customer-focused professional with a strong background in commercial insurance and a passion for delivering exceptional service, we encourage you to apply.

Responsibilities

  • Manage a generalist book of small to mid-market commercial lines accounts.
  • Handle renewals, endorsements, certificates of insurance (COIs), and cross-selling opportunities.
  • Provide exceptional customer service and maintain strong client relationships.
  • Collaborate with the team to ensure seamless account management and service delivery.
  • Utilize Epic software for account management and documentation.

Requirements

  • Active Property & Casualty (P&C) license is required.
  • Minimum of 2 years in an independent brokerage environment managing commercial lines accounts.
  • Proficiency in Epic software is preferred.

Skills

  • Strong customer service orientation.
  • Reliable and dependable with excellent organizational skills.
  • Warm, personable, and team-oriented demeanor.
  • Ability to build and maintain positive client relationships.

Pay

$80,000 - $95,000 annually, based on experience.

Benefits

  • Competitive benefits package.
  • 401(k).
  • Paid time off.
  • Professional development opportunities.

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