Commercial Insurance Account Manager

New Century Insurance Services, Inc.; Arcadia (CA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Bonus Opportunities

Job summary

New Century Insurance Services, Inc. in Arcadia, CA, is seeking a Commercial Lines Account Manager. This full-time hybrid role handles day-to-day servicing, policy administration, quoting, endorsements, renewals, and coverage changes for commercial accounts.

The candidate should have foundational insurance knowledge, 1–2 years in an independent agency, and a California P&C license, with proficiency in AMS 360 and MS Office. Hybrid work is available after training.

Qualifications

• Foundational insurance knowledge: carrier markets, underwriting basics, risk management concepts.
• 1–2 years in an independent agency or brokerage with CA P&C license.
• Experience with Real Estate, Habitational, Restaurant, Retail, Wholesale, Technology exposures.
• Proven account management experience: policy servicing and renewals.
• Proficient with agency management systems and standard office software.
• Ability to work in a hybrid environment (in-office and remote).

Responsibilities

• Respond to client inquiries, prepare proposals, process COIs, and coordinate with carriers on quotes and issues.
• Review coverage for gaps and assist in placing appropriate insurance and risk management solutions.
• Collaborate with producers and colleagues to ensure timely, accurate service and strong client relationships.
• Identify and act on cross-sell/upsell opportunities from referrals.
• Manage book of house accounts, renewals, and follow-ups.
• Quote, endorse, and renew for sales staff; process endorsements and changes.
• Maintain policy changes, audits, cancellations, and reinstatements.
• Liaise with carrier partners and staff to build relationships.

Skills

Insurance knowledge

Account management

Customer service

Communication

Education

California P&C license

Tools

Vertafore AMS 360

Microsoft Office

Job description

Job Description

Company Description New Century Insurance Services, Inc. is a midsize independent retail insurance agency serving the greater Los Angeles, Orange, and San Bernardino Counties, as well as clients across the United States and overseas. Temporarily located in Arcadia, CA with plans to move back to main office Alhambra, CA in Spring 2027.

The agency specializes in both commercial and personal lines, with direct appointments to many leading insurance carriers. As a truly independent small business organization with over 60 insurance professionals, the team provides technical expertise for a wide range of commercial accounts, from small businesses to large, complex risks. A separate team also advises on life, health & benefits to round out. The firm is committed to high integrity, professionalism, and delivering “solutions beyond ordinary” through insurance and non-insurance risk management strategies. Areas of specialization include property & casualty including management/professional liability coverages such as D&O, EPLI, E&O, Cyber Liability, Fiduciary, and Crime.

Role Description This full-time Commercial Lines Account Manager role is a hybrid position based in Arcadia, CA, (temporarily until Spring 2027) with some work-from-home flexibility after probationary & training period . The Account Manager will handle day-to-day servicing of commercial lines accounts, including policy administration, quoting, endorsements, binding, renewals, and coverage changes.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Life Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Bonus Opportunities

Responsibilities

Responsibilities include responding to client inquiries, preparing proposals, processing certificates of insurance, and coordinating with carriers on quotes, policy issues, and claims-related follow-up. The role involves reviewing coverage, identifying gaps, and assisting in the placement of appropriate insurance and risk management solutions. The Account Manager will collaborate closely with producers and colleagues to ensure timely, accurate service and maintain strong, long-term client relationships. Cross-sell/Upsell opportunities organically driven through referrals.

• Assist in managing book of house accounts including answering client questions, cross-sell as appropriate, reviewing and responding to renewal activities and followups.
• Quote, process endorsements and renewal binds for sales staffs
• Manage policy changes, endorsements, certificates of insurance, audits, cancellations, reinstatements, and other account-related servicing activities
• Work with carrier partners and staff to build relationships
• Document with our agency management system (Vertafore AMS 360)

Requirements

• Foundational Insurance knowledge, including carrier markets, underwriting basics, and risk management concepts required, preferably for California-domiciled businesses.
• Minimum of 1-2 years experience in an independent agency or brokerage setting and able to hit the ground running including all relevant insurance licenses (such as California P&C license)
• Proficient in general industry exposures such as Real Estate, Habitational, Restaurant, Retail, Wholesale, Technology
• Demonstrated Account Management experience, including policy servicing and renewal management
• Proficiency with agency management systems and common office software (e.g., Microsoft Office)
• Ability to work effectively in a hybrid environment, balancing in-office and remote responsibilities