California Licensed Commercial Account Manager

Job Summary

Managing smaller to mid-sized commercial accounts, the full-time California Licensed Commercial Account Manager will perform account marketing, coverage evaluation, and day-to-day servicing while initially working onsite for 90 days before transitioning to a hybrid remote schedule.

Key responsibilities:

• Manage binding, invoicing, policy checking, and processing audits with a focus on accuracy
• Collaborate with Producers on client renewal strategies and prepare submissions for existing Commercial Lines clients
• Contribute to cross-selling efforts and participate in training for new hires while maintaining a policy per account average of 2.5 or greater

Required qualifications:

• 4+ years of commercial insurance experience with strong knowledge of insurance terminology, concepts, and coverage
• Property & Casualty Agents/Brokers License in good standing
• Associate or Bachelor degree preferred, or completion of an Insurance Study Program resulting in at least one professional designation (e.g., AIS, ARM, CRM, CPCU, CIC, CISR, CISC, AIN)