Commercial Lines Account Manager

IAG Insurance Services; Walnut Creek (CA); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Vision Insurance

Disability Insurance

Supplemental Insurance including Crit.

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Job summary

Infinity Assurance Group in Ladera Ranch, CA is seeking a Commercial Lines Account Manager to act as the primary contact for commercial clients. You will work with Producers and Account Executives to deliver high-touch service and proactive guidance to protect client interests.

You will coordinate onboarding, renewals, and policy servicing, review coverage, and market accounts to carriers. The role emphasizes strong client relationships and timely, accurate record-keeping within the AMS.

Qualifications

• Active Property & Casualty license in the state(s) where business is conducted.
• Minimum of 5 years of Commercial Lines Account Management experience.
• Experience with middle-market commercial accounts preferred.
• Experience using Applied Epic required.
• Proficiency with Microsoft Office.
• Excellent communication, client service, organizational, and problem-solving skills.
• Ability to pass a criminal background check.

Responsibilities

• Serve as the primary day-to-day contact for assigned commercial insurance accounts.
• Educate clients on coverages, policy provisions, and risk management solutions.
• Coordinate onboarding and implementation of new commercial clients, renewals and proposals.
• Review policies, endorsements, certificates, and coverage requirements.
• Process policy changes, endorsements, cancellations, reinstatements, and terminations.
• Market accounts to insurance carriers and wholesalers; obtain quotations.
• Maintain accurate and complete client records in the AMS.
• Stay informed of carrier products, underwriting guidelines, and market trends.

Job description

Since 1998, Infinity Assurance Group, headquartered in Ladera Ranch, CA, has been serving as risk experts to clients of all industries domestically all over the United States, and internationally with access to over 200 carriers. We build long-term relationships by providing advice on a consultative basis, rather than commoditizing insurance. Generally speaking, one size does not fit all. Equally as important are the long-term relationships we maintain with our insurance markets/carriers. This allows us to achieve greater benefits for our clients than other insurance brokerage firms.

IAG is an atmosphere where everyone cares about each other and functions as a work family without bureaucracy, always supporting one another. We want our employees to grow with us and have opportunities to excel in their roles. We value not only our clients but our employees as well and want IAG to be a place where people want to work and spend their time. IAG is a place people are attracted to, not contracted by.

About the Role:

We're looking for a highly organized and client-focused Commercial Lines Account Manager to serve as the primary day-to-day contact for our commercial insurance clients. In this role, you'll partner with Producers and Account Executives to deliver exceptional service and provide proactive guidance that helps clients protect their businesses and achieve their goals.

Key Responsibilities:

Client Relationship Management

• Serve as the primary day-to-day contact for assigned commercial insurance accounts.
• Build and maintain strong client relationships through responsive, professional service.
• Respond promptly to client inquiries and requests, ensuring timely communication and resolution.
• Proactively identify coverage concerns, potential gaps, and service opportunities.
• Educate clients on coverages, policy provisions, and risk management solutions.
• Manage client expectations while delivering a high-touch service experience.

Account Management & Service

• Coordinate the onboarding and implementation of new commercial clients.
• Prepare applications, renewal submissions, proposals, and policy-related documentation.
• Review insurance policies, contracts, endorsements, certificates, and coverage requirements.
• Process policy changes, endorsements, cancellations, reinstatements, and terminations.
• Assist clients with billing inquiries, receivables, and policy administration matters.
• Report and monitor claims activity as needed.
• Maintain accurate and complete client records within the Agency Management System (AMS).
• Market accounts to insurance carriers and wholesalers as appropriate.
• Obtain, compare, and analyze quotations from insurance markets.
• Develop comprehensive insurance proposals and coverage comparisons.
• Build productive relationships with carrier representatives.
• Stay informed of carrier products, underwriting guidelines, and market trends.
• Attend carrier training sessions, webinars, and industry events to maintain technical expertise.

Operational Excellence

• Prioritize and manage multiple client accounts, projects, and deadlines effectively.
• Maintain accurate electronic files and documentation in accordance with agency procedures.
• Utilize agency technology platforms, including Applied Epic, carrier portals, and other insurance software.
• Adhere to regulatory requirements, agency policies, and industry compliance standards.
• Support team members and provide backup coverage when needed.
• Participate in special projects and other duties as assigned.

Qualifications:

• Active Property & Casualty license in the state(s) in which business is conducted required
• Industry designations such as CISR, CIC, CRM, or CPCU are a plus
• Minimum of 5 years of Commercial Lines Account Management experience in an insurance agency or brokerage environment
• Experience managing middle-market commercial accounts preferred
• Strong knowledge of commercial insurance coverages, carrier markets, policy servicing, and renewals
• Experience using the Applied Epic Agency Management System is required
• Proficiency with Microsoft Office Suite
• Excellent communication, client service, organizational, and problem-solving skills
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Self-motivated, detail-oriented, and collaborative with a strong sense of ownership and accountability
• Ability to pass a criminal background check, as permitted by law

Hours:

Monday – Friday, 8:30am to 5:00pm

Work Options:

This position is eligible for a hybrid work schedule for candidates who reside within a commutable distance of the office.

• Competitive Compensation: $90,000-110,000 (based on expertise and experience)
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays