Commercial Account Manager

Brown & Brown; Walnut Creek (CA); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

Health benefits

Financial benefits

Mental health & wellness

Paid time off

Job summary

Brown & Brown in Walnut Creek, CA seeks an experienced Account Manager for a busy book of business. You will manage invoicing, premiums, claims reporting, and certificate issuance while building strong client, vendor, and carrier relationships. You’ll assist in renewals, pricing, and compliance, with opportunities for marketing support, meetings, and ongoing professional development. This role emphasizes teamwork and service excellence.

Qualifications

• Active Property & Casualty license is required.
• Established Northern California market relationships preferred.
• Ability to travel locally as needed.

Responsibilities

• Manage day-to-day account management including invoicing, premium collection, and claims reporting.
• Oversee administrative tasks such as certificates of insurance and auto ID cards.
• Build relationships with clients, vendors, and carriers to improve retention.
• Assist in renewal processes, pricing prep, and renewal proposals for assigned clients.
• Review and document policy compliance, endorsements, and certificates.
• Support marketing and sales teams; attend internal and client meetings.
• Follow agency guidelines, promote teamwork and a positive attitude.
• Participate in ongoing training and licensing education.
• All other duties as assigned.

Skills

Northern California relationships

Travel locally

Education

Active Property & Casualty license

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Essential Duties and Responsibilities:

• Responsible for the day-to-day account management of an assigned book of business, including but not limited to invoicing and premium collection, claims reporting and follow up as needed, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, agency management system documentation and compliance, audits and reporting, and responding to policy questions.
• Responsible for the oversight and completion of administrative tasks including but not limited to issuance of certificates of insurance, auto ID cards, and processing policies/endorsements.
• Build courteous and successful relationships with clients, vendors, and carriers to improve client retention.
• Identify gaps in coverage and consult leadership or producer of options to advise the client.
• Assist in the renewal process for all assigned and prospective clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and facilitating the renewal pricing as well as preparing the renewal proposal, and binders.
• Review and document internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations, legal requirements, and insurance operations.
• Assist in growing the assigned book of business through account rounding and referrals.
• Support marketing and sales teams as needed.
• Attend internal and client meetings, as needed.
• Follow agency guidelines, policies, and procedures.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Promote a commitment to achieve or exceed internal and external performance standards.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.
• All other duties as assigned.

Qualifications

• Active Property & Casualty insurance license
• Established Northern California market relationships preferred
• Ability to travel locally as needed

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Why Brown & Brown

• Opportunity to help build and scale a Commercial Lines practice in a strategic growth market
• Local authority supported by national resources and carrier access
• No territory restrictions and strong service team support
• Long-term career opportunities with a financially strong, growth-focused organization

Brown & Brown, Inc. (NYSE: BRO) is a leading insurance brokerage firm delivering comprehensive and customized insurance solutions and specialization since 1939. With a global presence spanning 700+ locations and a team of approximately 23,000 professionals, we are dedicated to delivering scalable, innovative strategies for our customers at every step of their growth journey. Learn more at BBrown.com.

Pay Range:

$85k-$95k Annual - DOE

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

Brown & Brown, Inc. and our team of companies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and receive prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.