Commercial Lines Account Manager

Trustomega; Rancho Murieta (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Competitive salary with incentives

Health, dental, vision insurance

Retirement plan with company match

Professional development and career成长

Job summary

Trustomega is seeking a Commercial Lines Account Manager to oversee a portfolio of commercial insurance accounts. You will build strong client relationships, analyze coverage needs, and prepare quotes and renewals. You will work with underwriters to negotiate terms and manage renewals and claims guidance.

A license and strong communication skills are required. The role emphasizes growth opportunities, a client-first approach, and collaboration within a dynamic team environment.

Qualifications

• Bachelor’s degree or equivalent with 3+ years in commercial lines insurance.
• Minimum 3 years of experience in commercial lines insurance or related field.
• Active Property and Casualty license as required by state regulations.
• Excellent communication, negotiation and interpersonal skills.
• Proficient with agency management software and Microsoft Office.

Responsibilities

• Develop and maintain relationships with commercial clients as the primary contact for service needs.
• Analyze clients' insurance needs and provide tailored coverage solutions.
• Prepare and present quotes, renewals, and endorsements to clients.
• Collaborate with underwriters and carriers to negotiate terms and premiums.
• Manage end-to-end renewal processes and ensure timely paperwork.
• Assist clients with claims processing and guidance through claims lifecycle.
• Monitor industry trends and regulatory changes for compliance.
• Conduct regular account reviews and risk assessments for expansion.

Skills

Client relationships

Negotiation

Communication

Teamwork

Sales support

Education

Bachelor’s degree in Business, Finance, Risk Management, or related field

Property and Casualty License (state requirements)

Tools

Agency management software

Microsoft Office

Job description

Job Title: Commercial Lines Account Manager

We are seeking a dedicated and experienced Commercial Lines Account Manager to join our dynamic insurance team. The successful candidate will be responsible for managing, servicing, and growing a portfolio of commercial insurance accounts. This role requires strong communication skills, attention to detail, and a customer-focused approach to ensure client satisfaction and retention.

Key Responsibilities:

• - Develop and maintain strong relationships with commercial clients, acting as the primary point of contact for all inquiries and service needs.
• - Analyze clients' insurance needs and provide tailored solutions to meet their coverage requirements.
• - Prepare and present insurance quotes, policy renewals, and endorsements to clients.
• - Collaborate with underwriters and insurance carriers to negotiate terms, conditions, and premiums.
• - Manage the end-to-end renewal process, ensuring timely and accurate completion of paperwork and communication with clients.
• - Assist clients with claims processing and provide guidance throughout the claims lifecycle.
• - Monitor industry trends and regulatory changes to ensure compliance and provide relevant advice to clients.
• - Conduct regular account reviews and risk assessments to identify opportunities for account expansion.
• - Maintain accurate records and documentation in the agency management system.

Qualifications:

• - Bachelor's degree in Business, Finance, Risk Management, or a related field preferred.
• - Minimum of 3 years of experience in commercial lines insurance or a related field.
• - Strong understanding of commercial insurance products, coverages, and industry regulations.
• - Excellent communication, negotiation, and interpersonal skills.
• - Proficient in using insurance agency management software and Microsoft Office Suite.
• - Ability to work independently and as part of a team in a fast-paced environment.
• - Insurance licensing as required by state regulations (e.g., Property and Casualty License).

Benefits:

• - Competitive salary with performance-based incentives.
• - Comprehensive health, dental, and vision insurance.
• - Retirement savings plan with company match.
• - Opportunities for professional development and career advancement.
• - Flexible work schedule and supportive team environment.