Commercial Lines Account Manager

The Jonus Group; Los Gatos (CA); On-site; USD 75,000 - 100,000; Full time

Job summary

The Jonus Group is seeking a dedicated Commercial Lines Account Manager in Los Gatos, CA to manage a generalist book including small to mid-market tech-focused accounts.

The ideal candidate brings 4+ years in Commercial Lines, a California P&C license, and proficiency with BOP/GL, WC, D&O, E&O. Epic software experience is a plus; strong communication and team skills are essential.

Qualifications

• 4+ years in Commercial Lines (small to mid-market accounts)
• California Property & Casualty License (P&C)
• Knowledge of BOP/GL, Workers Compensation, D&O, E&O lines; Epic software a plus
• Strong customer service and team collaboration skills

Responsibilities

• Manage renewal and new business accounts.
• Serve as point of contact for client inquiries.
• Quote and market accounts using online raters, underwriters, and GAs.
• Prepare coverage summaries, proposals, applications, ACORD forms, certificates, etc.
• Collaborate with team for smooth workflows and client satisfaction.
• Maintain prompt, accurate communication to deliver excellent service.

Skills

Attention to detail

Time management

Communication

Team-oriented

Organization

Customer-focused

Education

California Property & Casualty License

Tools

Epic software

Job description

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role involves managing a generalist book of business with a focus on small to mid-market accounts, particularly in the technology sector. The ideal candidate will have a strong background in commercial lines, excellent customer service skills, and the ability to thrive in a collaborative, team-oriented environment.

Compensation Package

• Salary Range: $75,000 - $100,000 (commensurate with experience)

Responsibilities

• Manage and support renewal and new business accounts.
• Serve as a knowledgeable and friendly point of contact for client inquiries.
• Quote and market accounts using online raters, underwriters, and general agents.
• Prepare coverage summaries, proposals, applications, ACORD forms, certificates, and other necessary documentation.
• Collaborate with team members to ensure smooth workflows and exceptional client satisfaction.
• Maintain prompt and accurate communication to deliver five-star service.

Qualifications/Requirements

• Experience: Minimum of 4+ years in Commercial Lines (small to mid-market accounts preferred).
• Licensing: Valid California Property & Casualty (P&C) License.
• Technical Skills: Familiarity with BOP/GL, Workers Compensation, D&O, E&O, and related lines. Experience with Epic software is a plus.
• Soft Skills:
  • Strong attention to detail and excellent time-management skills.
  • Warm, professional communication style with the ability to build rapport easily.
  • Team-oriented mindset with solid organizational and computer skills.
  • Personable, customer-focused, and eager to contribute to a positive team culture.
• Preferred Experience: Experience marketing coverages with underwriters, general agents, and online raters.