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Commercial Lines Account Manager

Jobot, Villa Park, CA, United States


Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details: This Jobot Job is hosted by: Dana Stark Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary: $80,000 - $85,000 per year A bit about us: We are a trusted, independent insurance brokerage based in Orange County, with over 50 years of experience providing tailored risk management and insurance solutions. We specialize in Commercial Lines, Personal Lines, and Professional Liability, partnering with top carriers to deliver customized coverage that meets each client’s unique needs. Our team is committed to building lasting relationships, providing exceptional client service, and offering innovative solutions that protect businesses and individuals alike. We pride ourselves on an entrepreneurial culture that values expertise, collaboration, and integrity, empowering our professionals to make a meaningful impact every day. Why join us? Compensation & Benefits Competitive base salary + bonus potential Health, dental, and vision insurance 401(k) with company match Paid time off and holidays Professional development and licensing support Job Details We are seeking a detail-oriented and client-focused Commercial Lines Account Manager to manage and service a portfolio of business insurance clients. This role is responsible for maintaining strong client relationships, coordinating service needs, and supporting new and renewal business across multiple lines of coverage. Key Responsibilities Manage a book of commercial lines accounts, serving as the primary point of contact for clients Coordinate all aspects of client service including renewals, endorsements, certificates, and policy changes Market new and renewal business by gathering underwriting information, preparing submissions, and negotiating with carriers Review policies, endorsements, and contracts to ensure accuracy and compliance Provide coverage analysis and recommend appropriate insurance solutions based on client needs Work closely with producers/sales teams to support new business opportunities Resolve client issues including billing discrepancies, coverage questions, and claims support Maintain accurate records in agency management systems (e.g., EPIC) Required Qualifications 3–7+ years of Commercial Lines insurance experience Active Property & Casualty (P&C) license Strong knowledge of coverages including: General Liability, Commercial Property, Workers’ Compensation, Business Auto, Professional Liability Experience with agency management systems (Applied EPIC preferred) Excellent communication and client service skills Strong organizational skills and attention to detail Preferred Qualifications Experience managing mid-market or complex accounts Prior brokerage experience Exposure to marketing/placing business with carriers Ability to work independently and manage competing priorities Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button. Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! #J-18808-Ljbffr