Senior Commercial Lines Account Manager (Real Estate & Development Focus)

The Misch Group; Walnut Creek (CA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

The Misch Group in Walnut Creek seeks a seasoned Commercial Lines Account Manager to oversee a focused book of 10–20 middle to large market accounts. You will manage portfolios totaling $1M–$1.5M in revenue and guide renewals, coverage reviews, and client communications for high-complexity, low-volume books.

As a technical resource and strategic partner to clients and producers, you will navigate complex accounts in real estate and development sectors and document everything accurately using

Qualifications

• 7–10+ years of commercial lines account management experience.
• Experience with mid-to-large premium accounts, real estate and development clients preferred.
• P&C license not required, but bonus if held.
• Bachelor's degree not required; assessments and interviews will occur.

Responsibilities

• Manage a focused book of 10–20 accounts totaling $1M–$1.5M in revenue.
• Oversee client portfolios with $750K–$1M average premium per account.
• Lead renewals, coverage reviews, and client communications for high-complexity, low-volume books.
• Serve as a technical resource and strategic partner to clients and producers.
• Navigate complex accounts within real estate, construction, and related sectors.
• Use Applied EPIC or similar systems to maintain accurate documentation.

Skills

Commercial lines account management

Client relationship management

Attention to detail

Professional communication

Tools

Applied EPIC

Job description

What You’ll Do:

• Manage a focused book of 10–20 middle to large market accounts, totaling $1M–$1.5M in revenue

• Oversee client portfolios with $750K–$1M average premium per account

• Lead renewals, coverage reviews, and client communications for high-complexity, low-volume books

• Serve as a technical resource and strategic partner to both clients and producers

• Navigate complex accounts within real estate, construction, and related sectors

• Use Applied EPIC or similar agency systems to maintain accurate documentation

Work Environment:

• Hybrid schedule: 2 anchor days (Tuesday and Thursday) in the Walnut Creek office, with flexibility and 3 remote days

• Culture that prioritizes development, mentorship, and long-term growth

• Part of a respected brokerage group with about 50 employees and a long-standing client base

• Structured onboarding with clear expectations and room to grow

What You Bring:

• 7–10+ years of Commercial Lines account management experience, ideally with real estate and development clients

• Experience handling mid-to-large premium accounts, not small business or high-volume renewal work

• Strong attention to detail, client-facing professionalism, and ability to manage complex risk profiles

• Background from larger brokerages welcome, but open to professionals from smaller firms with the right skill set

• P&C license not required, but bonus is provided if already held

• Bachelor's degree not required; assessments and interviews will be part of the evaluation process

If you're looking to join a team that values experience, client depth, and professional growth over volume, this may be the right step forward.