Account Manager – Construction

Jobtailor; San Jose (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in San Jose, CA is seeking an experienced Commercial Insurance Account Manager to maintain policy maintenance and service for a portfolio of mid-size to large accounts.

You will manage day-to-day service needs, nurture strong client relationships, market and service accounts, review exposures, coordinate proposals with carriers, handle claims progression, and mentor junior team members while upholding agency standards and confidentiality.

Qualifications

• Excellent verbal and written communication, grammar, spelling, and punctuation.
• Bachelor's degree or 3+ years of commercial insurance experience.
• Proven problem solving and analytical skills with strong attention to detail.
• Ability to adapt to changing priorities in a fast-paced environment.
• Advanced proficiency with MS Office and agency management systems.
• Knowledge of Applied Epic and agency systems a plus.
• Ability to work independently and as part of a team; comply with licensing CE requirements.

Responsibilities

• Maintain policy maintenance and service for assigned commercial accounts.
• Manage day-to-day service needs and maintain client relationships.
• Market and service accounts according to platform objectives and procedures.
• Support client advisors with updates and coverage decisions.
• Review client exposures and insurance programs; determine suitable carriers.
• Market, quote, and prepare client proposals from risk management perspectives.
• Handle initial claims reports and follow up on progression and needs.
• Monitor carrier activities, endorsements, and claims.
• Complete account reviews and renewals.
• Cross-sell via commercial and personal lines where applicable.
• Maintain client records and communicate pending changes; ensure confidentiality.
• Provide timely, professional communication to clients, teams, and carriers.
• Refer clients to Benefits and Personal Insurance departments as appropriate.
• Coach and mentor junior commercial lines staff; lead team meetings as needed.
• Comply with agency standards, policies, and procedures.

Skills

Verbal Communication

Written Communication

Problem Solving

Attention to Detail

Adaptability

MS Office

Applied Epic

Agency Management Systems Knowledge

Team Collaboration

Education

Bachelor's degree

Tools

Applied Epic

MS Office

Job description

• Maintain policy maintenance and service for an assigned portion of mid-size to large commercial accounts
• Manage day-to-day service needs and maintain strong client relationships
• Market and service accounts according to platform objectives and procedures
• Support client advisors with account updates and coverage decisions
• Review client exposures and insurance programs and determine suitable carriers based on coverage, protection, and cost
• Market, quote, and prepare client proposals from risk management and insurance perspectives
• Anticipate customer needs and respond to client issues and questions in a timely manner
• Handle initial claims reports and follow up on claim progression and customer needs
• Monitor carrier activities, including policy endorsements and claims
• Complete account reviews
• Round out customer insurance portfolios through additional commercial and personal lines solicitation where applicable
• Maintain customer records and communicate pending insurance changes affecting coverage
• Provide timely, professional, and accurate communication to clients, teams, and carrier representatives
• Maintain confidentiality of client records and communications
• Seek client referrals and follow through to help generate new business
• Refer current and prospective clients to Benefits and Personal Insurance departments
• Coach and mentor junior commercial lines members and potentially lead team meetings and initiatives
• Comply with agency standards, policies, and procedures

Requirements

• Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation in correspondence
• High level of understanding accounting or strong math skills
• High degree of critical thinking and ability to problem solve when the answer is not readily apparent
• Demonstrated attention to detail, producing outcomes with minimal errors
• Ability to adapt well to changes in direction and priority in a fast-paced environment
• Advanced-level proficiency with a variety of technology, including MS Office
• Knowledge of Agency Management Systems; Applied Epic a plus
• Ability to function independently and as part of a team
• Compliance with continuing education requirements for agent licensing and professional designations
• Bachelor's degree and/or 3+ years commercial insurance experience or recognized equivalent required
• Hold and maintain appropriate state Property and Casualty Insurance license
• Initiate, obtain, and maintain CISR Elite, CIC, or other advanced designations

Core Competencies

Demonstrates expertise in managing commercial accounts, providing exceptional client service, and maintaining strong relationships while ensuring compliance with insurance standards. Proficient in risk management, policy maintenance, and effective communication with clients and team members.

Highest-signal resume keywords

• Commercial Insurance Experience
• Property and Casualty Insurance License
• Agency Management Systems Knowledge
• Advanced MS Office Proficiency
• CISR Elite or CIC Designation

ATS Optimization Keywords

Hard Skills

• Policy Maintenance
• Risk Management
• Client Proposal Preparation
• Claims Handling
• Account Review
• Insurance Program Analysis
• Customer Record Management
• Commercial Lines Solicitation
• Critical Thinking
• Attention to Detail

Soft Skills

• Verbal Communication
• Written Communication
• Problem Solving
• Adaptability
• Team Collaboration

Certifications & Qualifications

• Property and Casualty Insurance License
• CISR Elite
• CIC

Industry Keywords

• Commercial Accounts
• Client Relationships
• Insurance Coverage
• Claims Progression
• Agency Standards

Tools & Technologies

• MS Office
• Applied Epic