Commercial Lines Account Manager
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 Account Manager partners with Producers and Account Executives to provide responsive service and proactive guidance that helps clients protect their businesses and achieve their goals. The role manages client relationships and account servicing, coordinates renewals and policy administration, markets accounts to carriers, and maintains accurate records and compliance. The position is eligible for a hybrid work schedule for candidates who live within a commutable distance of the office at 315 Lennon Lane, Walnut Creek, California. Hours are Monday through Friday, 8:30 a.m. to 5:00 p.m.
Requirements
- Active Property & Casualty license in the state or states 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 and build strong client relationships through responsive, professional service.
- Respond promptly to client inquiries and requests, identify coverage concerns and service opportunities, educate clients on coverages, policy provisions, and risk management solutions, and manage client expectations.
- Coordinate onboarding and implementation of new commercial clients.
- Prepare applications, renewal submissions, proposals, and policy-related documentation.
- Review 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), including electronic files and documentation in accordance with agency procedures.
- Market accounts to insurance carriers and wholesalers as appropriate; obtain, compare, and analyze quotations; and develop insurance proposals and coverage comparisons.
- Build productive relationships with carrier representatives and stay informed about carrier products, underwriting guidelines, and market trends.
- Attend carrier training sessions, webinars, and industry events to maintain technical expertise.
- Prioritize and manage multiple accounts, projects, and deadlines effectively.
- Use agency technology platforms, including Applied Epic, carrier portals, and other insurance software.
- Adhere to regulatory requirements, agency policies, and industry compliance standards.
- Support team members and provide backup coverage when needed.
- Participate in special projects and perform other duties as assigned.
Benefits
- Health insurance plans, including 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
