Senior Commercial Lines Account Manager

Conrey Insurance Brokers & Risk Managers; Orange (CA); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Base salary 100K-135K+

Commission + Bonus

Paid Time Off

Life Insurance

401K Retirement plan with employer

Ongoing Professional Development

Other Performance Based Rewards

Full-time, W2 role

Job summary

Conrey Insurance Brokers & Risk Managers is seeking an experienced advisor to manage a portfolio of commercial client accounts, review policies for gaps, and advise on risk exposure. You will communicate clearly with clients, support producers, and collaborate with the team to deliver optimal coverage decisions.

The role emphasizes deep risk understanding, decision-making, and in-office teamwork, with opportunities for professional development and growth within a full-time W2 environment.

Qualifications

• Solid foundation in commercial lines insurance and account management.
• Holds, or in process, a CPCU, CIC, ARM or other.
• Business degree in finance, accounting, economics, or statistics.
• Around 10 years of work experience in commercial lines account management.
• Ability to evaluate coverage and explain insurance concepts clearly.
• Strong written and verbal communication.
• In-office, team-based environment.
• Interest in growing beyond a traditional account management role

Responsibilities

• Managing a portfolio of commercial client accounts
• Reviewing policies and identifying where coverage may be incomplete or misaligned
• Advising clients on risk exposure and recommending appropriate coverage
• Communicating clearly with clients in both written and verbal form
• Supporting producers while building the ability to operate independently with clients
• Working through real client scenarios and determining the right course of action
• Collaborating with other account managers to develop better solutions
• Participating in ongoing training and development as part of the team
• This role is about understanding risk, making decisions, and communicating those decisions clearly

Skills

Commercial lines

Account management

Risk analysis

Client communication

Education

Business degree (finance, accounting, economics, statistics)

Job description

If you’re looking for more out of your career—and you can deliver at a higher level — this is the opportunity to be recognized, valued, and be developed into an “elite” advisor!

This role sits at the intersection of client managing client relationships and real risk decision-making. You’ll work with existing commercial clients managing their accounts from end to end and helping them understand where they are exposed and what needs to be addressed. The focus is on advising on risk and helping clients make optimal decisions based upon your expert analysis of their business risk. The team is small and works closely together in the office.

Collaboration and development are expected. You’ll be part of ongoing conversations around how to approach client situations, evaluate risk, and arrive at the optimal outcome. This is a place for someone who wants to deep-dive and solve problems, not just process tasks.

What You’ll Work On

Managing a portfolio of commercial client accounts

Reviewing policies and identifying where coverage may be incomplete or misaligned

Advising clients on risk exposure and recommending appropriate coverage

Communicating clearly with clients in both written and verbal form

Supporting producers while building the ability to operate independently with clients

Working through real client scenarios and determining the right course of action

Collaborating with other account managers to develop better solutions

Participating in ongoing training and development as part of the team

This role is about understanding risk, making decisions, and communicating those decisions clearly

Technical Expectation

• Solid foundation in commercial lines insurance and account management
• Holds, or in process, a CPCU, CIC, ARM or other
• Preferably a business degree (finance, accounting, economics, statistics, etc.) from an accredited college
• Ability to evaluate coverage and identify
• Comfortably advising clients directly
• Strong written and verbal communication skills
• Able to think through scenarios and connect information quickly
• Comfortable working with current systems and learning new tools as needed
• Around 10 years of work experience
• Experience in commercial lines account management or a related role
• Ability to understand and explain insurance concepts clearly
• Strong problem-solving ability and attention to detail
• Comfortable working in an in-office, team-based environment
• Interest in learning and growing beyond a traditional account management role What matters most is how you think, how you learn, and how you apply what you know.

Compensation and Benefits

• Base salary of 100K-135K+
• Commission + Bonus
• Paid Time Off
• Life Insurance
• 401K Retirement plan with employer match
• Ongoing Professional Development
• Other Performance Based Rewards
• Full-time, W2 role

On-site, Monday to Friday

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.