Commercial Lines Account Manager

Jobot; Orange (CA); On-site; USD 70,000 - 75,000; Full time

Job summary

An established industry player in Southern California is seeking a dedicated individual to join their team in delivering exceptional insurance solutions. This role involves client servicing, policy management, and collaboration with account managers to ensure smooth operations. With a strong focus on integrity and innovation, the company values teamwork and a customer-centric approach. If you are passionate about providing tailored insurance solutions and thrive in a fast-paced environment, this opportunity is perfect for you. Join a firm that prioritizes meaningful client relationships and offers a supportive and inclusive workplace.

Qualifications

• 1-3 years of experience in commercial lines insurance or related field.
• Active Property & Casualty Insurance license or ability to obtain.

Responsibilities

• Respond to client inquiries regarding policy coverage and claims.
• Assist in policy management and documentation compliance.

Skills

Customer Service

Organizational Skills

Communication Skills

Problem-Solving

Attention to Detail

Education

High School Diploma

Insurance Certifications (CISR, CIC)

Tools

EPIC

AMS360

Microsoft Office Suite

Job description

4 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Base pay range

$70,000.00/yr - $75,000.00/yr

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Job Details

This Jobot Job is hosted by Dana Stark. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $70,000 - $75,000 per year

A Bit About Us

We have become one of the fastest-growing, mid-sized firms of its kind in Southern California. We have a great reputation for providing exceptional service and fostering meaningful client relationships. With over five decades of experience in insurance, we value the opportunity to prioritize integrity, innovation, and collaboration in delivering tailored insurance solutions.

Key Responsibilities

1. Client Servicing: Respond promptly to client inquiries regarding policy coverage, billing, claims, and endorsements. Provide exceptional customer service by addressing client needs and resolving issues professionally.
2. Policy Management: Assist in the preparation, issuance, and delivery of certificates of insurance, auto ID cards, and binders. Process policy changes, endorsements, cancellations, and renewals in a timely manner. Ensure accuracy of policy documents and maintain organized client files.
3. Support to Account Managers/Producers: Collaborate with account managers to gather information needed for new business and renewals. Prepare quotes, proposals, and summaries of insurance for client presentations. Follow up on outstanding items with clients, carriers, and other stakeholders.
4. Carrier Communication: Work with insurance carriers to resolve underwriting, billing, and coverage issues. Submit applications, endorsements, and requests to carriers and track responses.
5. Documentation and Compliance: Maintain accurate and up-to-date records in the agency management system (e.g., EPIC, AMS360). Ensure compliance with agency standards and procedures, as well as regulatory requirements.
6. Cross-Selling and Referrals: Identify opportunities to cross-sell additional coverages or refer leads to account managers or producers.

Qualifications

1. High school diploma or equivalent; some college education or insurance certifications (CISR, CIC) preferred.
2. 1-3 years of experience in commercial lines insurance or a related field.
3. Active Property & Casualty Insurance license (or ability to obtain within a specified timeframe).
4. Proficiency in agency management systems and Microsoft Office Suite.
5. Strong organizational and time-management skills.
6. Excellent verbal and written communication abilities.
7. Knowledge of commercial insurance lines such as general liability, property, workers' compensation, and auto.

Desired Skills

1. Ability to work independently and as part of a team.
2. Attention to detail and commitment to accuracy.
3. Customer-focused mindset with problem-solving abilities.
4. Familiarity with insurance carriers, coverages, and underwriting guidelines.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.