California Licensed Account Manager

Job Summary

To support agency partners in California, the full-time remote California Licensed Account Manager will manage client relationships, oversee the submission and underwriting process, and drive business development within assigned accounts.

Key responsibilities

• Serve as the primary contact for assigned agencies, facilitating communication and support throughout the submission, quote, and bind process
• Review submissions for completeness, coordinate with underwriting, and maintain accurate records of transactions and agency information
• Develop relationships with agencies to increase engagement and submissions, while identifying opportunities for new business growth

Required qualifications

• Active California Property & Casualty license
• Active California Surplus Line Broker license, or ability to obtain before performing licensed activities
• 3+ years of experience in personal lines insurance, brokerage, underwriting, or account management
• Experience with California homeowners and/or E&S insurance preferred
• Strong relationship management skills with a focus on operational and sales objectives