Commercial Lines Account Manager

Keystone Agency Partners LLC • Ladera Ranch, CA

3d • $90,000 - $110,000 • Hybrid

About The Position

Infinity Assurance Group is seeking a highly organized, client-focused Commercial Lines Account Manager to serve as the primary day-to-day contact for assigned commercial insurance clients. The role partners with Producers and Account Executives to provide responsive service, proactive guidance, and support that helps clients protect their businesses and meet their goals.

The Account Manager manages client relationships and commercial account servicing, including onboarding, renewals, documentation, policy changes, billing and claims monitoring. The role also markets accounts to carriers and wholesalers, compares quotations, prepares proposals, and maintains carrier relationships and technical knowledge. The position uses Applied Epic, carrier portals, and other insurance software while ensuring accurate records and compliance with agency procedures and applicable requirements.

The position is based at the Ladera Ranch, California office and is eligible for a hybrid schedule for candidates who live within commuting distance. Hours are Monday through Friday, 8:30 a.m. to 5:00 p.m.

Requirements

• Active Property & Casualty license in the state(s) where business is conducted.
• At least 5 years of Commercial Lines Account Management experience in an insurance agency or brokerage environment.
• Strong knowledge of commercial insurance coverages, carrier markets, policy servicing, and renewals.
• Experience using the Applied Epic Agency Management System.
• Proficiency with Microsoft Office Suite.
• Excellent communication, client service, organizational, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Self-motivated, detail-oriented, and collaborative, with a strong sense of ownership and accountability.
• Ability to pass a criminal background check, as permitted by law.

Nice To Haves

• Industry designations such as CISR, CIC, CRM, or CPCU.
• Experience managing middle-market commercial accounts.

Responsibilities

• Serve as the primary day-to-day contact for assigned commercial insurance accounts.
• Build and maintain client relationships through responsive, professional service; promptly address inquiries and requests.
• Identify coverage concerns, potential gaps, and service opportunities; educate clients about coverages, policy provisions, and risk management solutions.
• Manage client expectations and deliver a high-touch service experience.
• Coordinate onboarding and implementation of new commercial clients.
• Prepare applications, renewal submissions, proposals, and policy-related documentation.
• Review insurance policies, contracts, endorsements, certificates, and coverage requirements.
• Process policy changes, endorsements, cancellations, reinstatements, and terminations.
• Assist clients with billing inquiries, receivables, and policy administration matters.
• Report and monitor claims activity as needed.
• Maintain accurate and complete client records in the Agency Management System (AMS).
• Market accounts to insurance carriers and wholesalers as appropriate.
• Obtain, compare, and analyze quotations from insurance markets; develop insurance proposals and coverage comparisons.
• Build productive relationships with carrier representatives.
• Stay informed about carrier products, underwriting guidelines, and market trends; attend carrier training sessions, webinars, and industry events.
• Prioritize and manage multiple client accounts, projects, and deadlines.
• Maintain accurate electronic files and documentation in accordance with agency procedures.
• Use agency technology platforms, including Applied Epic, carrier portals, and other insurance software.
• Follow regulatory requirements, agency policies, and industry compliance standards.
• Support team members, provide backup coverage when needed, and participate in special projects and other assigned duties.

Benefits

• Health insurance plans (PPO, HSA, and copay options).
• Dental insurance.
• Vision insurance.
• Company-paid disability insurance.
• Supplemental insurance, including critical illness, accident, legal, and pet insurance.
• 401(k) with Safe Harbor match.
• Paid time off.
• Paid holidays.
• Competitive compensation of $90,000–$110,000 based on expertise and experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed