Personal Lines / Commercial Lines Account Manager

Triup, Inc.; Cypress (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Triup, Inc. in Cypress, CA is seeking an experienced Account Manager for Personal Lines or Commercial Lines. The ideal candidate has 2–3+ years in an insurance brokerage or independent agency and will manage client accounts, coordinate with carriers, and deliver high-quality client service.

Experience in either Personal Lines or Commercial Lines is acceptable. Strong communication and organizational skills are essential for success in a fast-paced environment.

Qualifications

• Native-level Japanese language proficiency and strong understanding of Japanese business culture.
• 2–3+ years of insurance experience in an insurance brokerage or independent agency.
• Professional experience in Personal Lines OR Commercial Lines / Commercial P&C insurance.
• Experience managing or supporting a book of business.

Responsibilities

• Manage and service an assigned book of insurance clients.
• Serve as a primary point of contact for day-to-day client needs.
• Process policy changes, endorsements, renewals, cancellations, certificates/evidence of insurance, and other service requests.
• Coordinate with insurance carriers and underwriters regarding coverage, pricing, and policy requirements.
• Review policies and client programs to identify coverage needs and gaps.
• Prepare proposals, coverage comparisons, applications, and supporting documentation.
• Support new business and renewal activities.
• Maintain accurate client records in the agency management system.
• Provide responsive and professional service to clients, carriers, and internal team members.

Skills

Japanese language proficiency

Insurance experience

P&C knowledge

Account management

Client service

Tools

Applied Epic

Job description

Our client is seeking an experienced Personal Lines / Commercial Lines Account Manager to join their insurance team in Cypress, CA.

We are looking for candidates with experience in either Personal Lines or Commercial Lines insurance. The ideal candidate has 2–3+ years of hands-on experience working within an insurance brokerage or independent agency environment and is comfortable managing client accounts, coordinating with insurance carriers, and providing high-quality client service.

Candidates do not need to have experience in both Personal and Commercial Lines. Experience in either area will be considered.

Key Responsibilities

Depending on your area of expertise, responsibilities may include:

• Manage and service an assigned book of insurance clients.
• Serve as a primary point of contact for day-to-day client needs.
• Process policy changes, endorsements, renewals, cancellations, certificates/evidence of insurance, and other service requests.
• Coordinate with insurance carriers and underwriters regarding coverage, pricing, and policy requirements.
• Review policies and client insurance programs to identify coverage needs and potential gaps.
• Prepare proposals, coverage comparisons, applications, and supporting documentation.
• Support new business and renewal activities.
• Maintain accurate client records and documentation within the agency management system.
• Provide responsive and professional service to clients, carriers, and internal team members.

Qualifications

• Native-level Japanese language proficiency with strong understanding of Japanese business culture
• 2–3+ years of insurance experience within an insurance brokerage or independent agency environment.
• Professional experience in Personal Lines OR Commercial Lines / Commercial P&C insurance.
• Experience managing or supporting a book of business.
• Strong knowledge of insurance policies, coverages, renewals, and endorsements within your area of expertise.
• Experience working directly with clients and insurance carriers.
• Strong customer service and relationship-management skills.
• Excellent written and verbal communication skills.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience with an agency management system such as Applied Epic is a plus.

Preferred Experience

• Experience with Homeowners, Personal Auto, Umbrella, Renters, Condominium, and other personal insurance products.
• Experience managing a Personal Lines book of business.
• Experience working with multiple insurance carriers.
• High-net-worth or affluent Personal Lines experience is a plus.
• Experience with Commercial Property & Casualty insurance.
• Experience managing a Commercial Lines book of business.
• Experience with renewals, certificates of insurance, carrier submissions, and account marketing.
• Knowledge of commercial insurance coverage and policy structures.
• Experience working with middle-market commercial accounts is a plus.

About the Opportunity

This is an excellent opportunity for an insurance professional looking to continue building their career in account management. Our client offers a collaborative environment where you can develop long-term client relationships, expand your insurance expertise, and grow professionally.

If you have experience in Personal Lines or Commercial Lines insurance and are interested in learning more, we encourage you to apply.