Commercial Lines Account Manager

Talently

Orange (CA)

Hybrid

USD 90,000 - 120,000

Full time

4 days ago
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Job summary

Talently in Orange, CA is seeking a Commercial Lines Account Manager to oversee a portfolio of commercial client accounts, review policies for gaps, assess risk exposures, and communicate coverage recommendations clearly and professionally to clients and producers. You will help ensure appropriate property and casualty coverage aligns with client needs and business objectives.

This role rewards independent decision making within guidelines, requires meticulous attention to detail, strong written

Qualifications

  • Experience with commercial lines insurance and property and casualty coverage.
  • Strong account management and client service capabilities.
  • Ability to review policies and identify coverage gaps or misalignment.
  • Sound understanding of risk exposure and appropriate coverage recommendations.
  • Clear, professional written and verbal communication skills.
  • Strong judgment and the ability to determine appropriate actions in client scenarios.
  • Experience managing a diverse portfolio of commercial insurance accounts.
  • Ability to work independently while effectively supporting producers.

Responsibilities

  • Manage a portfolio of commercial client accounts and support ongoing account needs.
  • Review policies to identify incomplete, inadequate, or misaligned coverage.
  • Assess client risk exposures and recommend appropriate insurance solutions.
  • Communicate coverage considerations and recommendations clearly in written and verbal formats.
  • Support producers while building the ability to manage client relationships independently.
  • Analyze real-world client scenarios and determine appropriate courses of action.
  • Collaborate with fellow account managers to develop effective client solutions.
  • Participate in ongoing training and professional development initiatives.

Skills

Commercial lines
P&C
Account management
Insurance

Job description

Job Title: Commercial Lines Account Manager

Location: Hybrid - Orange, California, United States

Skills: commercial lines, p&c, account management, insurance

About the Insurance Company / The Opportunity:

Join a dynamic organization in the insurance industry focused on helping commercial clients understand and manage their risk. This opportunity is ideal for a detail-oriented professional who can review coverage, identify potential gaps, and provide clear, practical guidance. As a Commercial Lines Account Manager, you will manage important client relationships while developing your ability to make sound coverage decisions and operate independently.

Responsibilities:

  • Manage a portfolio of commercial client accounts and support ongoing account needs.
  • Review policies to identify incomplete, inadequate, or misaligned coverage.
  • Assess client risk exposures and recommend appropriate insurance solutions.
  • Communicate coverage considerations and recommendations clearly in written and verbal formats.
  • Support producers while building the ability to manage client relationships independently.
  • Analyze real-world client scenarios and determine appropriate courses of action.
  • Collaborate with fellow account managers to develop effective client solutions.
  • Participate in ongoing training and professional development initiatives.

Must-Have Skills:

  • Experience with commercial lines insurance and property and casualty coverage.
  • Strong account management and client service capabilities.
  • Ability to review policies and identify coverage gaps or misalignment.
  • Sound understanding of risk exposure and appropriate coverage recommendations.
  • Clear, professional written and verbal communication skills.
  • Strong judgment and the ability to determine appropriate actions in client scenarios.

Nice-to-Have Skills:

  • Experience managing a diverse portfolio of commercial insurance accounts.
  • Ability to work independently while effectively supporting producers.
  • Collaborative approach to developing solutions with other account managers.
  • Demonstrated commitment to ongoing insurance training and professional development.
  • Strong attention to detail when evaluating policies and client coverage needs.
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