Commercial Lines Account Manager
About The Position
An established independent insurance brokerage is seeking a Junior Commercial Lines Account Manager in the Fresno or Bakersfield, California area. The role is suited to a commercial insurance professional with at least four years of experience who is ready to take on broader responsibilities and progress toward a full Account Manager role. The successful candidate will independently service a smaller commercial book of business while supporting senior Account Managers and Account Executives with larger, more complex accounts. The position is hybrid and requires the candidate to reside in the Fresno or Bakersfield area. Standard business hours are Monday through Friday, approximately 8:30 AM to 5:30 PM. Occasional travel to the company’s Calabasas, California headquarters, including approximately quarterly visits, is expected. The salary range is $61,000–$88,000 annually, depending on experience.
Requirements
- At least 4 years of Commercial Lines insurance experience.
- Active Property & Casualty insurance license.
- Working knowledge of commercial insurance policies, coverages, and account servicing.
- Experience with renewals, endorsements, certificates, carrier submissions, and client support.
- Strong organizational skills and ability to manage multiple accounts and deadlines.
- Excellent written and verbal communication skills.
- Ability to work independently and collaborate effectively with Account Managers, Account Executives, and support staff.
- Proficiency with Microsoft Office and agency management systems.
- Must reside in the Fresno or Bakersfield, California area.
Nice To Haves
- Bachelor’s degree preferred but not required.
- Progress toward an insurance designation preferred.
Responsibilities
- Manage an assigned book of small commercial accounts, ensuring timely and accurate service.
- Support account renewals, client retention initiatives, and account growth.
- Assist with servicing larger commercial accounts, including marketing, submissions, proposals, and renewal preparation.
- Review commercial policies, endorsements, and coverage recommendations for accuracy.
- Process policy changes, certificates, endorsements, invoicing, and other account transactions.
- Prepare carrier submissions, supplemental applications, and new business documentation.
- Compare quotes, review coverage options, and assist with insurance placement strategies.
- Maintain professional relationships with clients, carriers, underwriters, and internal team members.
- Support new business account setup and agency management system activities.
- Assist with complex service requests, quality control, and team workflow priorities.
- Provide guidance and support to less experienced customer service team members as needed.
Benefits
- Comprehensive medical, dental, and vision coverage.
- 401(k) with employer contribution.
- Paid vacation, holidays, and additional leave programs.
- Professional development and designation reimbursement.
- Long-term career growth opportunities.
- Hybrid work arrangement.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
