Supervisor, Commercial Lines Account Manager

Morris & Garritano; Irvine (CA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with 50% match

Paid Holidays

Paid Sick Time

Flexible Vacation Time

Parental Benefits

Disability and Life Insurance

Job summary

Morris & Garritano, an independent agency in California, seeks an Account Manager Supervisor to lead a Commercial Lines Account Management team and manage an assigned book of business. You will coach, mentor, and develop staff, oversee daily performance, and partner with carriers to deliver excellent client service.

This role requires a Property & Casualty license and deep knowledge of Commercial Lines, with opportunities for growth and a competitive benefits package.

Qualifications

• 5+ years of Commercial Lines Account Management experience.
• Active Property & Casualty License.
• Advanced knowledge of Commercial Lines insurance coverages and agency operations.
• Proficiency with Microsoft Office and Applied Epic.
• Experience servicing commercial accounts in California.

Responsibilities

• Oversee day-to-day performance of the Account Management team.
• Provide coaching, training, performance feedback, and professional development to staff.
• Monitor team workflows and implement process improvements.
• Manage a book of business with client and carrier relations.

Skills

Leadership

Mentoring

Analytical thinking

Problem solving

Education

College Degree

Property & Casualty License

Tools

Applied Epic

Microsoft Office

Job description

Join an Independent Agency that is dedicated to REMAINING Independent!

We continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2026)
• Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
• NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
• Top 100 P&C Agencies (Insurance Journal)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal)

About the Role:

The Account Manager Supervisor will lead and develop a team of Commercial Lines Account Managers while also managing an assigned book of business. This role combines advanced Commercial Lines expertise with people leadership. You will serve as a technical resource, coach, and mentor to team members!

How You will be Compensated:

• $100,000-$130,000/year Depending on Experience
• Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
• Free Employee Assistance Program
• Paid Holidays, Paid Sick Time, and Flexible Vacation Time
• Paid Parental Benefits
• Disability and Life Insurance
• 401(k) with 50% match
• Flexible Spending Plan (FSA) and Health Savings Account (HSA)

What You will Do:

• Leadership
  • Oversee the day-to-day performance of an Account Management team: managing work assignments and evaluations.
  • Provide ongoing coaching, training, performance feedback, and professional development to support employee growth and engagement.
  • Monitor team workflows, identify inefficiencies, and contribute to the development and implementation of recommended process improvements.
  • Field and resolve escalated or complex service requests from clients, carriers, and supervised staff.
  • Support and participate in hiring and termination decisions for supervised staff.
  • Assist with special projects, reporting, and strategic initiatives.
• Managing a Book of Business
  • Deliver quality service to clients, carriers, and peers through friendly, timely, and clear communication that manages expectations and builds relationships.
  • Apply insurance knowledge, solve problems, and analyze coverages to ensure client needs are met.
  • Maintain well-documented, organized client files.
  • Stay current on market trends, industry standards, and company information.

Who You Are:

• You are a problem solver who likes to see the big picture.
• You excel using detail-oriented analytical skills and innate critical thinking.
• You are flexible; recognizing urgent needs and adapting to changing priorities.
• You thrive while mentoring others, taking pride in nurturing growth and developing others.
• You have a passion for serving clients and servicing their commercial insurance needs.

Qualifications:

• 5+ years of Commercial Lines Account Management experience
• Active Property & Casualty License
• Advanced working knowledge of Commercial Lines insurance coverages and agency operations
• Proficiency with Microsoft Office and Applied Epic
• Preferred Qualifications
  • College Degree
  • AINS, AFIS, CRIS, CIC or other industry designation
  • Experience servicing commercial accounts in California
  • Experience mentoring, training, or leading service team members