California Licensed Account Manager

Job Summary

Managing an assigned book of habitational commercial insurance accounts, the full-time California Licensed Account Manager will service clients including apartment owners and property managers, handling renewals, marketing, and client communications in a hybrid or fully remote work environment.

Key responsibilities:

• Develop and maintain relationships with clients and insurance carriers, participating actively in meetings
• Prepare requests for proposals and draft renewal presentations, ensuring accuracy in collaboration with senior team members
• Manage client files and respond to billing inquiries, maintaining organized records in the agency management system

Required qualifications:

• California P&C Insurance License is required
• Associates degree or equivalent; BA/BS preferred
• More than 3 years of client service experience in the insurance industry
• Intermediate proficiency in Microsoft Office products, particularly Word, Excel, and Outlook
• Ability to work independently and make sound decisions in a professional manner