Commercial Lines Account Manager

$75,000 annually + benefits | 36-hour workweek
About the position Lewis Insurance is seeking an experienced Commercial Lines Account Manager to join our independent, family-owned insurance agency in Tulare, California.
This is not a sales position . The Commercial Lines Account Manager is the operational backbone of the commercial department, working alongside our producers to service existing accounts, manage renewals, maintain accurate records, and ensure client and policy needs are handled promptly and correctly.
This is an in-office position with regular in-person participation required for staff collaboration and client meetings.
Responsibilities Service and maintain commercial insurance accounts throughout the policy lifecycle
Coordinate renewals and gather the information needed by producers and carriers
Process policy changes and other routine service requests
Maintain complete and accurate client, policy, and account information
Document client, producer, and carrier communications
Monitor open items and follow up with clients, producers, and carrier representatives
Review account information for completeness and accuracy
Help producers keep commercial accounts organized and moving forward
Provide professional, responsive service to commercial clients
Work collaboratively with the Lewis Insurance team to improve account-management processes
Qualifications California Property and Casualty insurance license
Three to five years of experience working in an independent insurance agency, preferably using AMS360.
Strong understanding of commercial-lines policy servicing and renewal workflows
Excellent organizational and time-management skills
Accurate and thorough documentation habits
Strong written and verbal communication skills
Ability to manage multiple accounts, deadlines, and follow-up items
Comfortable working with agency-management systems and other insurance technology
Detail-oriented, precise, and committed to getting the work right
Able to work independently while remaining an active part of the agency team
Compensation and benefits $75,000 annual salary
Medical benefits
Paid time off
401(k)
Professional-development support
Half-day Fridays
Schedule Monday through Thursday: 8:00 a.m. to 5:00 p.m.
Friday: 8:00 a.m. to 12:00 p.m.
About Lewis Insurance Lewis Insurance is an independent property and casualty insurance agency serving individuals and businesses throughout California. As a small, family-owned agency, we value accuracy, accountability, teamwork, and long-term client relationships.
We are looking for an experienced commercial-lines professional who takes pride in doing excellent work and wants to become an important part of a growing agency.

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