Senior Commercial Lines Account Manager, Insurance & Client Services
Overview
Own a high-touch commercial book of business with leadership in client service and retention at scale. You will partner with producers, carriers, and internal teams to grow and protect client portfolios across California. This role blends deep commercial lines knowledge with a consultative account management approach and active collaboration with marketing and underwriting teams to drive renewals and new business. What sets this role apart is the autonomy to manage accounts end-to-end, including submissions, marketing, and policy administration, while contributing to growth strategy.
What You'll Do10
- 1Build and maintain strong client relationships through proactive communication and risk management guidance
- 2Lead renewal strategy by gathering underwriting information, reviewing loss history, and coordinating with carriers to minimize lapse risk
- 3Design and present coverage recommendations and pricing approaches to producers and clients
- 4Own the policy administration lifecycle including certificates, endorsements, binders, audits, and documentation
- 5Scale servicing for assigned accounts and coordinate with AMS360 and service teams to ensure timely tasks and data accuracy
- 6Drive marketing initiatives for new business and renewals by identifying markets and obtaining competitive quotes
- 7Collaborate with producers on quoting, submissions, and binding of coverage
- 8Manage carrier relationships to support client needs and improve retention and profitability
- 9Provide mentorship to junior staff and backstop for other account managers as needed
- 10Monitor industry trends and carrier appetite to identify growth opportunities
Requirements6
- 1Active Property & Casualty Insurance License in California
- 25-10 years of commercial insurance experience with account management and client service
- 3Strong experience with contractor and construction accounts
- 4Proficiency with Microsoft Office Suite including Outlook Word and Excel
- 5Excellent verbal and written communication and strong organizational skills
- 6Detail-oriented with a focus on accuracy and client service excellence
Salary Insight
$80 - $100k per year
Location
Required Skills
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