Commercial Lines Account Manager - Agency Bill
W3Global, San Carlos, CA, United States
The Role
We're looking for an experienced commercial lines account manager to own our agency-billed book of business. This isn't a service desk - it's a hands-on role managing the full agency bill lifecycle: invoicing, premium finance coordination, carrier payments, endorsements, renewals, and remarketing. The Role
We're looking for an experienced commercial lines account manager to own our agency-billed book of business. This isn't a service desk - it's a hands-on role managing the full agency bill lifecycle: invoicing, premium finance coordination, carrier payments, endorsements, renewals, and remarketing.
This role has a direct path to department leadership. The right person has the opportunity to grow into managing the entire commercial lines operation.
Your time stays client-facing. We've built a dedicated backend support team that handles policy entry into Applied Epic, certificate processing, and administrative workflows. You're not buried in data entry - you're focused on client relationships, coverage strategy, and growing your book. We also invest in modern tools: Applied Epic, AI-powered workflows, and a tech stack designed to make your day easier, not harder.
What You'll Do
Service and retain an agency-billed commercial lines book Manage endorsements, renewals, and remarketing across 20+ carrier partners Coordinate with premium finance and carriers on invoicing and payments Identify coverage gaps and cross-sell to round out accounts Work within Applied Epic to manage policies and workflows
What We're Looking For
Active California P&C license (required) Commercial lines account management experience Strong communication skills - written and verbal Detail-oriented, self-directed, and comfortable owning your book Nice to Have: Applied Epic experience, CISR or CIC designation
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We're looking for an experienced commercial lines account manager to own our agency-billed book of business. This isn't a service desk - it's a hands-on role managing the full agency bill lifecycle: invoicing, premium finance coordination, carrier payments, endorsements, renewals, and remarketing. The Role
We're looking for an experienced commercial lines account manager to own our agency-billed book of business. This isn't a service desk - it's a hands-on role managing the full agency bill lifecycle: invoicing, premium finance coordination, carrier payments, endorsements, renewals, and remarketing.
This role has a direct path to department leadership. The right person has the opportunity to grow into managing the entire commercial lines operation.
Your time stays client-facing. We've built a dedicated backend support team that handles policy entry into Applied Epic, certificate processing, and administrative workflows. You're not buried in data entry - you're focused on client relationships, coverage strategy, and growing your book. We also invest in modern tools: Applied Epic, AI-powered workflows, and a tech stack designed to make your day easier, not harder.
What You'll Do
Service and retain an agency-billed commercial lines book Manage endorsements, renewals, and remarketing across 20+ carrier partners Coordinate with premium finance and carriers on invoicing and payments Identify coverage gaps and cross-sell to round out accounts Work within Applied Epic to manage policies and workflows
What We're Looking For
Active California P&C license (required) Commercial lines account management experience Strong communication skills - written and verbal Detail-oriented, self-directed, and comfortable owning your book Nice to Have: Applied Epic experience, CISR or CIC designation
#J-18808-Ljbffr