Junior Commercial Insurance Account Manager

Poms-; Calabasas (CA); Hybrid; USD 61,000 - 88,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

FSA (traditional & dependent care)

Supplemental insurance options (STD, L

401(k) with Safe Harbor employer

PTO, floating holidays, sick leave, &

Job summary

Poms & Associates in Calabasas, California is seeking a Junior Account Manager to support Account Executives in managing small commercial insurance accounts, building client relationships, and coordinating renewal strategies.

The JAM will review policies, assist with submissions, and help with quotes and coverage analysis while mentoring CSR team members. Remote/hybrid/work arrangement varies by location.

Qualifications

• Bachelor's degree preferred or equivalent experience.
• Active Property & Casualty (P&C) license required.
• Minimum four years of commercial insurance experience.
• Progress toward a professional designation.
• Strong understanding of commercial insurance coverages and account servicing.

Responsibilities

• Independently service an assigned book of small commercial accounts.
• Build and maintain client, carrier, and underwriter relationships.
• Support renewal planning, retention efforts, and account growth initiatives.
• Review policies, endorsements, and coverage recommendations for accuracy.
• Process agency-billed invoicing and related account transactions.
• Respond to client requests and provide proactive service.
• Assist clients with policy changes, endorsements, certificates, and coverage questions.
• Support larger accounts through marketing, submissions, proposals and day-to-day servicing.
• Prepare carrier submissions, supplemental applications, and new business documentation.
• Assist with quote comparison, coverage analysis, and renewal preparations.
• Support new business through AMS setup and online rating platforms.
• Assist with proposals, renewals, submissions, solicitations, and marketing; mentor CSR I/II.
• Support the service team with complex account servicing activities and coverage questions.
• Assist with quality control and adherence to service standards.
• Balance workload by prioritizing and handling time-sensitive requests.
• Occasional travel; quarterly visits to Calabasas headquarters.

Skills

Client relationships

Communication

Time management

Analytical skills

Independent decisions

Education

Bachelor's degree

P&C license

4 years commercial insurance

Insurance designation progress

Tools

Microsoft Office Suite

Job description

Poms & Associates in Calabasas, California is seeking a Junior Account Manager to support Account Executives in managing small commercial insurance accounts, building client relationships, and coordinating renewal strategies.

The JAM will review policies, assist with submissions, and help with quotes and coverage analysis while mentoring CSR team members. Remote/hybrid/work arrangement varies by location.