Senior Commercial Lines Account Manager

Ori-gen; Cypress (CA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical, PPO, HMO & HSA options

Dental, Vision, Life, Disability

401(k) with Company Match

Paid Time Off

Paid Holidays

Professional Development & CE Support

Licensing Renewal Assistance

Voluntary benefits / PhilanthropicTime

Job summary

The J. Morey Company, an Ori-gen Family Company, is seeking an Account Manager for Commercial Lines to service a mid-sized client book and support retention and growth of agency relationships.

You will partner with producers, carriers, and clients to provide proactive service, coordinate renewals, market accounts, and deliver insurance solutions that meet client needs. The ideal candidate has strong communication and organizational skills and a passion for delivering exceptional client

Qualifications

• Active California Property & Casualty License.
• Minimum 5 years of Commercial Lines insurance experience.
• Experience marketing accounts and working directly with insurance carriers.
• Strong organizational and time-management abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience working with middle-market commercial accounts.
• Knowledge of commercial underwriting principles and rating methodologies.
• Proficiency with agency management systems and carrier portals.

Responsibilities

• Serve as the primary day-to-day contact for assigned commercial insurance clients.
• Build and maintain strong client relationships through responsive service and proactive communication.
• Coordinate and manage ongoing client service needs, ensuring timely and accurate delivery of solutions.
• Process policy changes, endorsements, certificates of insurance, binders, cancellations, and other servicing requests.
• Assist clients with claims reporting and coordinate with internal resources to help facilitate claim resolution.
• Maintain accurate client records and documentation within the agency management system.
• Partner with Producers and clients to gather underwriting information for new business opportunities.
• Prepare applications, submissions, proposals, and supporting documentation.
• Coordinate carrier submissions and obtain competitive coverage options.
• Assist with obtaining signatures, collecting required documentation, and managing follow-up activities.
• Attend client meetings when appropriate to support the sales and service process.
• Coordinate renewal strategy discussions with Producers and relevant stakeholders.
• Market renewal accounts and evaluate carrier responses.
• Prepare renewal proposals and coverage comparisons.
• Ensure all renewals are processed accurately and in accordance with agency standards.
• Review policy audits and facilitate corrections between carriers and clients when needed.
• Support account retention efforts through proactive service and coverage reviews.
• Review contracts and certificate of insurance requirements to ensure compliance with insurance obligations.
• Analyze coverage requests and identify potential coverage gaps or concerns.
• Maintain compliance with agency procedures, carrier requirements, and industry regulations.
• Ensure all client files and communications are documented accurately and thoroughly.

Skills

CA P&C License

Commercial Lines

Book of Business

Carrier Relations

Communication

Tools

Agency Management System

Carrier Portals

Job description

The J. Morey Company, an Ori-gen Family Company, is seeking an Account Manager for Commercial Lines to service a mid-sized client book and support retention and growth of agency relationships.

You will partner with producers, carriers, and clients to provide proactive service, coordinate renewals, market accounts, and deliver insurance solutions that meet client needs. The ideal candidate has strong communication and organizational skills and a passion for delivering exceptional client