Senior Commercial Insurance Account Manager

The Jonus Group•La Mesa, CA

About The Position

Seeking an experienced Senior Commercial Insurance Account Manager to manage and grow a portfolio of commercial insurance accounts. The role focuses on building strong client relationships, delivering exceptional service, and fostering long-term client satisfaction. The ideal candidate has strong organizational skills, deep knowledge of the commercial insurance sector, and a proactive, solutions-oriented approach for a fast-paced, client-focused environment.

Requirements

  • At least 5–7 years managing commercial insurance accounts.
  • Proven expertise in client service, relationship management, and achieving growth targets.
  • Current and active Property and Casualty (P&C) insurance license required.
  • Strong understanding of commercial insurance lines, including property, liability, and workers’ compensation.
  • Excellent verbal and written communication skills for effectively addressing complex topics.
  • Proficiency with insurance management platforms, tools, and Microsoft Office Suite applications.
  • Strong organizational, analytical, and problem-solving skills.
  • Ability to work collaboratively within a team while independently managing responsibilities with professionalism.
  • Bachelor’s degree in Business Administration, Finance, Insurance, or a related field preferred, or equivalent professional experience.

Nice To Haves

  • Experience managing large or complex commercial insurance accounts.
  • Specialized certifications or advanced knowledge of niche insurance products or industries.
  • Proven adaptability to evolving market conditions and diverse client needs.

Responsibilities

  • Develop and maintain strong relationships with new and existing commercial insurance clients.
  • Manage a portfolio of commercial insurance accounts, ensuring coverage adequacy and timely resolution of client inquiries.
  • Collaborate with underwriters, carriers, and team members to negotiate favorable policy terms, conditions, and premiums.
  • Conduct risk assessments and recommend comprehensive insurance solutions to meet client needs.
  • Oversee account reviews, including policy renewals, endorsements, and adjustments.
  • Stay current on insurance products, market trends, and regulations to provide expert advice.
  • Lead the claims management process, ensuring smooth and efficient resolution.
  • Identify growth opportunities through cross-selling and upselling insurance products and services.
  • Deliver presentations and detailed reports to clients, outlining performance, trends, and recommendations.
  • Mentor and support junior account managers as required, promoting a collaborative team culture.

Benefits

  • Competitive benefits package
  • 401(k)
  • Paid time off
  • Professional development opportunities
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