Supervisor, Commercial Lines Account Manager

Join an independent agency dedicated to remaining independent, with a track record of awards and honors for culture, industry expertise, and services:

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2026)
• Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
• NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
• Top 100 P&C Agencies (Insurance Journal)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal)

About the Role

The Account Manager Supervisor will lead and develop a team of Commercial Lines Account Managers while also managing an assigned book of business. This role combines advanced Commercial Lines expertise with people leadership. You will serve as a technical resource, coach, and mentor to team members.

Responsibilities

• Leadership
  • Oversee the day-to-day performance of an Account Management team: managing work assignments and evaluations.
  • Provide ongoing coaching, training, performance feedback, and professional development to support employee growth and engagement.
  • Monitor team workflows, identify inefficiencies, and contribute to the development and implementation of recommended process improvements.
  • Field and resolve escalated or complex service requests from clients, carriers, and supervised staff.
  • Support and participate in hiring and termination decisions for supervised staff.
  • Assist with special projects, reporting, and strategic initiatives.
• Managing a Book of Business
  • Deliver quality service to clients, carriers, and peers through friendly, timely, and clear communication that manages expectations and builds relationships.
  • Apply insurance knowledge, solve problems, and analyze coverages to ensure client needs are met.
  • Maintain well-documented, organized client files.
  • Stay current on market trends, industry standards, and company information.

Qualifications

• 5+ years of Commercial Lines Account Management experience
• Active Property & Casualty License
• Advanced working knowledge of Commercial Lines insurance coverages and agency operations
• Proficiency with Microsoft Office and Applied Epic

Preferred Qualifications

• College Degree
• AINS, AFIS, CRIS, CIC or other industry designation
• Experience servicing commercial accounts in California
• Experience mentoring, training, or leading service team members

Skills

• Problem solver with a big-picture perspective
• Detail-oriented analytical skills and critical thinking
• Flexible and adaptable to changing priorities and urgent needs
• Passion for mentoring and developing others
• Dedication to serving clients and their commercial insurance needs

Pay

$100,000-$130,000/year depending on experience

Benefits

• Medical, Dental, Vision Insurance plans (98% of premiums covered for most individual plans)
• Free Employee Assistance Program
• Paid Holidays, Paid Sick Time, and Flexible Vacation Time
• Paid Parental Benefits
• Disability and Life Insurance
• 401(k) with 50% match
• Flexible Spending Plan (FSA) and Health Savings Account (HSA)