Commercial Lines Account Manager

Morris & Garritano; Irvine; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

An independent insurance agency in Irvine seeks a skilled insurance professional to manage small to medium market accounts in a hybrid role. This position requires a current Property and Casualty license and at least 3 years of relevant experience. Responsibilities include analyzing policies, educating clients on coverage options, and maintaining organized client documentation. The agency offers competitive hourly rates, excellent benefits, and a supportive work environment.

Benefits

Medical, Dental, Vision insurance

Paid Holidays and Sick Time

401(k) with 50% match

Flexible Spending Plan and Health Savings Account

Paid Parental Benefits

Qualifications

• Current CA Property and Casualty license is required.
• Minimum of 3 years experience in Property & Casualty insurance.
• Proficient in Microsoft Office and quick to learn new systems.

Responsibilities

• Work on site 3 days a week, and remotely 2 days a week.
• Manage a book of small to middle market accounts.
• Analyze client insurance policies to ensure coverage needs are met.
• Educate clients about their insurance coverage and risks.

Skills

Client relationship management

Risk analysis

Documentation and organization

Microsoft Office Suite proficiency

Education

High School Diploma

Tools

EPIC

Job description

Join an Independent Agency that is dedicated to REMAINING Independent!

We continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2025)
• 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)
• 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
• Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)

How You will be Compensated:

• $33-$42/hour Depending on Experience
• Medical, Dental, Vision Insurance plans. We cover 98% of the premiums 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)

What you will Do:

• This hybrid role will work on site at our beautiful Irvine office 3 days a week, allowing for remote work 2 days a week.
• Manage a generalist book of small to middle market accounts.
• Analyze coverages associated with client insurance policies to ensure needs are met. Educate clients on their coverages and risks.
• Maintain client files with excellent documentation and organization of data.
• Delegate tasks to assigned assistants & support team, while also managing a steady stream of your own day-to-day tasks.

Who You Are:

• You appreciate building and nurturing trusted relationships with your clients.
• You balance warmth with efficiency in your professional communications.
• You enjoy finding solutions to commercial risks and exposures while deriving satisfaction from the steady stream of renewal steps.
• You enjoy the complexity of larger accounts.

Qualifications

• Current CA Property and Casualty license
• 3+ years P&C experience
• Proficient in Microsoft Office Suite and ability to learn new systems (EPIC)
• Understanding of Independent Agency system and familiarity with Commercial Lines operations
• High School Diploma