Commercial Lines Account Manager - Remote - Sacramento, CA

Insurance Relief; Sacramento (CA); Remote; USD 65,000 - 75,000; Full time

Benefits offered by this job

Fully remote schedule

Paid time off and holidays

100% employer-paid medical, dental, &

401(k) with company match

Job summary

Insurance Relief is seeking a Commercial Lines Account Manager to join our growing team. You will manage submissions, quotations, endorsements, and client communications to ensure accurate coverage.

The ideal candidate has 3+ years of Commercial Lines experience, an active Property & Casualty license, and proficiency with Applied Epic and agency management tools. This is a fully remote role with a competitive salary and benefits.

Qualifications

• 3+ years of Commercial Lines Account Manager experience.
• Active Property & Casualty license.
• Knowledgeable of insurance products, markets, ratings, and underwriting procedures.
• Experience with Applied Epic and agency management software.

Responsibilities

• Check policies with submission, quotation, and proposals.
• Create the proposal booklets under the direction of the Account Executive.
• Make any proposal adjustments and quotations from client meetings with the producer.
• Check endorsements against Account Executive requests.
• Collaborate with Producers to provide binders of insurance and get approval for client sign-off.
• Prepare applications for submission with underwriting information provided by the producer.
• Follow up with Markets for quotations and issue auto ID cards.

Skills

Commercial Lines experience

Education

Active Property & Casualty license

Tools

Applied Epic

Agency management software

Microsoft Office

Job description

Compensation: $65,000 - $75,000 annual salary

The Company:

A top insurance agency wants to add a Commercial Lines Account Manager to its growing Commercial Lines team! This agency is dedicated to offering the best services to clients and rewards You will have the opportunity to join an experienced team of Account Managers who also have the support of Assistant Account Managers to help contribute to a better work-life balance.

• Flexible Schedule: Fully remote
• Paid Time Off: Paid time off and paid holidays
• Benefits: 100% employer-paid benefits: medical, dental, and vision coverage
• Retirement Plan: 401(k) plan with company matching
• Experience: 3+ years of Commercial Lines Account Manager experience
• License: Active Property & Casualty license
• Insurance Knowledge: Knowledgeable of insurance products, markets, ratings, and underwriting procedures
• Software: Applied Epic and/or agency management software, Microsoft Office, carrier websites, etc.

Role Summary:

• Check policies with submission, quotation, and proposals
• Create the proposal booklets under the direction of the Account Executive
• Make any proposal adjustments and quotations from client meetings with the producer
• Check endorsements against Account Executive requests
• Collaborate with Producers to provide binders of insurance and get approval for client sign-off
• Prepare applications for submission with underwriting information provided by the producer
• Follow up with Markets for quotations and issue auto ID cards