Account Manager, Commercial Lines (Mavrix)

Heffernan•Walnut Creek, CA

12d

About The Position

The Commercial Account Manager role is responsible for servicing and managing a book of business consisting of small commercial accounts, typically under $10,000 in revenue. This role is client-facing, requiring a mix of technical insurance knowledge, proactive communication, and strong organizational skills. The ideal candidate is service-oriented, detail-driven, and thrives in a fast-paced, tech-enabled environment.

Requirements

High School graduate/GED required.
3+ years of experience in commercial lines account management.
Active P&C license required.
Strong knowledge of small commercial lines, including GL, WC, BOP, Auto, and Umbrella.
Familiarity with agency management systems (preferably EPIC).
Proficient in MS Office, namely Outlook, Excel, and Word.
Solid communication skills, both written and verbal.
Organized, self-motivated, and detail-oriented.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Serve as the day-to-day contact for small commercial clients, providing timely and professional service support.
Manage policy renewals, coverage changes, certificates, billing questions, and other service needs.
Process endorsements, audits, cancellations, and reinstatements accurately and promptly.
Coordinate with franchise partners and carriers to resolve service issues and ensure client satisfaction.
Prepare summaries and present recommendations in collaboration with producers or franchisees.
Submit applications and supplementals to carriers for quoting as needed.
Identify opportunities for coverage improvements or upselling appropriate to client needs.
Maintain accurate, complete client files in the agency management system (EPIC).
Ensure all documentation and servicing activity complies with agency standards and E&O best practices.
Support transition to Applied digital tools and/or other client service platforms with a focus on consistency and efficiency.