Commercial Lines Account Manager (exempt, hybrid in Roseville, CA)

Panorama Insurance Associates•Roseville, CA

130d•Hybrid

About The Position

The Commercial Lines Account Manager is responsible for building strong client relationships and delivering exceptional service while managing a diverse middle-market book of business. This role oversees full-cycle account management, including renewals, endorsements, billing, claims, certificates of insurance,and daily servicing. The ideal candidate has a solid understanding of commercial P&C insurance, follows structured processes with accuracy, communicates effectively, and identifies cross-selling opportunities to grow client accounts. This is a hybrid position out of Roseville, CA.

Requirements

5-10 years of P&C Commercial Lines Account Management experience.
High School diploma or equivalent required.
Experience with an agency management system is required, experience with Applied Epic is preferred.

Nice To Haves

Associate or Bachelor’s Degree is a plus.
Experience with Epic Manager Renewals and Ascend is preferred.

Responsibilities

Manage and service a mix of small and middle-market commercial lines book of business, ensuring client retention and satisfaction.
Handle all aspects of account management, including new business, renewals, re-marketing, binding, endorsements, claims, certificates, and billing.
Develop and maintain strong client relationships through proactive communication and exceptional service.
Identify and pursue cross-selling and account rounding opportunities to grow the book of business.
Review policies and coverage with clients to ensure adequate protection and make recommendations as needed.
Collaborate with producers, underwriters, and carriers to negotiate terms, resolve issues, and secure competitive coverage.
Provide timely, accurate responses to client inquiries, including certificates of insurance, policy changes, and claims assistance.
Maintain thorough documentation of client interactions, coverage details, and transactions in the agency management system.
Ensure compliance with agency procedures, carrier guidelines, and industry regulations.
Stay current with market trends, carrier products, and industry best practices to better serve clients.
Support teammates by sharing knowledge, collaborating on complex accounts, and contributing to a positive team environment.
Other duties as assigned.

Benefits

Medical: Offering a HSA, PPO, EPO with a base plan covered at 95% by the employer
Dental: PPO plans with an option for no employee premium cost
Vision: PPO plan with no employee cost
FSA Account: Available for Medical and Dependent Care
HSA Account: Panorama contributes $1000 annually to qualified accounts
Commuter Benefits: Up to $600 per month contribution
Long-Term & Short-Term Disability: At no cost to the employee
Life and AD&D: At no cost to the employee and Voluntary Life is also available
Supplemental Plans: Offering a Critical illness and Hospital Indemnity Plan
Identity Theft: Provided at no cost for employee coverage
EAP: At no cost to anyone in the household
401k: With a match of 100% up to 5% of your earnings
PTO/FTO: Exempt employees utilize Flexible (unlimited) Time Off, Non-exempt employees accrue PTO
Paid Holidays: 12 paid holidays annually
Flexible Work Options: Remote, hybrid and in-office possibilities
Professional Development, licensing/accreditation, and growth plans