Commercial Lines Account Manager

gpac; San Jose (CA); On-site; USD 70,000 - 95,000; Full time

Job summary

A Sacramento-area agency is seeking an experienced Commercial Lines Account Manager. The role involves entering and updating policy data, serving as the main contact for clients, producers, and underwriters, and handling marketing/quoting for new and renewal accounts.

Ideal candidates will hold an active Property & Casualty license, have 3-5+ years in an independent agency setting, and be proficient with AMS360, EPIC, Applied TAM, and MS Office. US work authorization required.

Qualifications

• Active Property & Casualty license required.
• 3-5+ years of experience with an independent agency or retail brokerage.
• Strong technical knowledge of commercial lines coverages and rating.
• Hands-on experience with multiple carriers and underwriters.
• Proficient in online rating platforms and carrier portals.
• Experience with Applied TAM, EPIC, and/or AMS360.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Legally authorized to work in the United States.

Responsibilities

• Accurately enter and maintain policy updates and account information within agency management systems.
• Serve as a primary point of contact for clients, producers, and carrier underwriters regarding coverage and policy inquiries.
• Manage the full marketing and quoting process for new business and renewal accounts.
• Identify, gather, and organize information related to upcoming account renewals.
• Maintain consistent, timely communication with agency clients and carrier partners to ensure smooth account servicing.

Skills

Property & Casualty license

Commercial lines knowledge

Carrier/underwriter liaison

Education

3-5+ years independent agency experience

Tools

Applied TAM

EPIC

AMS360

Microsoft Office

Job description

A long-standing, community-focused agency in the Sacramento area is seeking an experienced Commercial Lines Account Manager.

Key Responsibilities

• Accurately enter and maintain policy updates and account information within agency management systems
• Serve as a primary point of contact for clients, producers, and carrier underwriters regarding coverage and policy inquiries
• Manage the full marketing and quoting process for new business and renewal accounts
• Identify, gather, and organize information related to upcoming account renewals
• Maintain consistent, timely communication with agency clients and carrier partners to ensure smooth account servicing

Qualifications

• Active Property & Casualty insurance license required
• 3-5+ years of experience with an independent agency or retail brokerage
• Strong technical knowledge of commercial lines coverages and rating
• Hands-on experience working directly with multiple carriers and underwriters
• Proficiency with online rating platforms and carrier portals
• Experience with Applied TAM, EPIC, and/or AMS360
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Legally authorized to work in the United States

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.