Commercial Account Manager - Hybrid -Sacramento, CA
Insurance Relief•Roseville, CA
•$75,000 - $85,000•Hybrid
About The Position
The Commercial Account Manager will join an established insurance brokerage team and support the management of select commercial accounts. The role works with Producers and Account Executives to prepare submissions, develop and review proposals, coordinate quotations, and ensure insurance documents accurately reflect client needs and requests. The position is full-time and hybrid in Sacramento, California, with an annual salary of $75,000–$85,000.
Requirements
- Two years of experience managing small-to-mid-sized accounts.
- Active Property & Casualty license.
- Knowledge of insurance products, markets, ratings, and underwriting procedures.
- Familiarity with insurance agency management systems such as Applied Epic or AMS 360, Microsoft Office, and carrier websites.
Responsibilities
- Prepare applications for submission using underwriting information provided by management.
- Work with Producers to provide insurance binders and obtain approval for client sign-off.
- Review policies against submissions, quotations, and proposals.
- Check endorsements against Account Executive requests.
- Follow up with insurance markets for quotations and issue auto ID cards.
- Identify discrepancies between submissions, quotations, and proposals.
- Make proposal changes and prepare quotations based on client meetings with the Producer.
- Create proposal booklets under the direction of the Account Executive.
Benefits
- Performance bonuses.
- Medical, dental, and vision insurance.
- Stock options.
- Continued education and tuition assistance.
- Unlimited paid time off.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
