Commercial Lines Account Manager

HonorVet Technologies; Orange (CA); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Paid Time Off

Health, Dental & Vision Insurance

Life Insurance

401K Retirement plan with employer"

Ongoing Professional Development

Other Performance Based Rewards

Job summary

HonorVet Technologies is seeking a Commercial Lines Account Manager to oversee a portfolio of commercial insurance clients and provide expert guidance on coverage and risk. The role emphasizes moving beyond servicing to analyze risks, identify gaps, and offer thoughtful recommendations in a collaborative office setting.

The position targets an experienced insurance professional who can take greater ownership of client relationships and grow into a trusted risk advisor.

Qualifications

• Solid experience in commercial lines insurance and account management.
• Ability to evaluate coverage and business risks.
• Strong understanding of commercial insurance concepts, policies and risk exposures.
• Proven ability to explain complex insurance concepts clearly.
• Strong analytical, problem-solving and decision-making skills.
• Excellent written and verbal communication.
• Attention to detail and organizational skills.
• Ability to manage multiple accounts and priorities.
• Experience with insurance management systems.

Responsibilities

• Manage a portfolio of commercial insurance accounts end-to-end.
• Build and maintain strong client relationships as a trusted contact.
• Review policies for gaps and misalignment with exposures.
• Evaluate business risks and recommend coverage and risk solutions.
• Advise clients and communicate recommendations clearly in writing and speech.
• Support producers with account strategy and client needs.
• Analyze complex client scenarios and determine actions.
• Collaborate with team to develop effective solutions.
• Maintain accurate account information and stay current with products.
• Participate in ongoing training and professional development.

Skills

Analytical thinking

Problem solving

Decision making

Written communication

Verbal communication

Attention to detail

Organizational skills

Multi-account management

Adaptability to new technology

Education

Bachelor's degree in Business/Finance/Accounts or related field

CPCU/CIC/ARM or related insurance designation in progress

Job description

About Company

HonorVet Technologies is a Service-Disabled Veteran Owned IT staffing firm, ISO 9001 and ISO 27001 certified, working with federal agencies, state governments, and Fortune 500 enterprise clients across the US. What makes us different isn’t a tagline, it’s the way we work. We don’t forward resumes and hope for the best. We take the time to understand where a professional like you is headed and only reach out when we genuinely believe there’s a fit worth exploring.

Position Title: Commercial Lines Account Manager
Position Type: Permanent
Work Location: 2522 N Santiago Blvd. Orange, CA 92867
Work Mode: 100% Onsite

Job Summary

Our client is seeking a Commercial Lines Account Manager to manage a portfolio of commercial insurance clients while providing expert guidance on coverage, risk exposure, and insurance needs. This position is designed for an experienced commercial insurance professional who can move beyond traditional account servicing to analyze business risks, identify coverage gaps, solve complex client issues, and provide thoughtful insurance recommendations. The Account Manager will work closely with clients, producers, and other account managers in a collaborative office environment, with opportunities to take greater ownership of client relationships and develop into a trusted risk advisor.

Job Responsibilities

• Manage a portfolio of commercial insurance accounts from end to end.
• Build and maintain strong client relationships while serving as a trusted point of contact.
• Review policies and assess coverage for gaps, limitations, and potential misalignment with client exposures.
• Evaluate business risks and recommend appropriate coverage and risk-management solutions.
• Advise clients directly and communicate recommendations clearly through written and verbal communication.
• Support producers with account strategy, client needs, and insurance-related activities.
• Analyze complex client scenarios and determine appropriate courses of action.
• Collaborate with account managers and other team members to develop effective solutions.
• Maintain accurate account information and stay current with relevant insurance products, coverage concepts, and industry developments.
• Participate in ongoing training and professional development.

Required Skills & Qualifications

• Solid experience in commercial lines insurance and account management.
• Demonstrated ability to evaluate commercial insurance coverage and business risks.
• Strong understanding of commercial insurance concepts, policies, and risk exposures.
• Proven ability to advise clients and explain complex insurance concepts in a clear, practical manner.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent written and verbal communication abilities.
• Strong attention to detail and organizational skills.
• Ability to manage multiple accounts and competing priorities effectively.
• Comfortable working with insurance management systems and learning new technology.
• CPCU, CIC, ARM, or another relevant insurance designation completed or in progress.
• Bachelor's degree in Business, Finance, Accounts or in any relatable field.

Our Benefits

• Paid Time Off
• Health, Dental & Vision Insurance
• Life Insurance
• 401K Retirement plan with employer match
• Ongoing Professional Development
• Other Performance Based Rewards