Commercial Lines Account Manager

Responsibilities

• Provide day-to-day service to commercial clients, anticipating needs and responding promptly to inquiries from clients and Producers
• Lead renewal strategy discussions and ensure seamless execution of service deliverables
• Assist clients with claim reporting and ongoing coverage questions
• Market, quote, and prepare proposals for new business and renewal opportunities
• Analyze risk exposures and structure coverage solutions aligned with business insurance best practices
• Negotiate with carrier partners to secure competitive terms and appropriate coverage
• Process renewals, endorsements, bind coverage, invoice, collect premiums, and maintain complete and accurate account documentation
• Maintain policy data within Applied EPIC, Indio, and other agency management systems
• Ensure compliance with internal workflows, service standards, and regulatory requirements
• Actively support account retention strategies across your assigned book
• Identify and place additional lines of coverage through consultative client conversations
• Contribute to sales and growth initiatives alongside Producers
• Direct and support assigned Assistant Account Managers, coordinating workflow and delegating tasks
• Stay informed on industry trends, legislation, coverage developments, and emerging technology

Qualifications

• Minimum 5 years of commercial lines insurance experience
• Active California Property & Casualty Insurance License
• Strong knowledge of state and federal regulations impacting commercial insurance
• Proven experience marketing accounts and negotiating with carriers
• Proficiency in Microsoft Office and agency management systems (Applied EPIC, Indio; Salesforce, Zoho, PATA, Resource Pro a plus)
• Strong analytical, numeric, and strategic planning skills
• Ability to explain complex insurance transactions in clear, client-friendly language
• Experience managing deadlines and priorities in a fast-paced environment