Commercial Lines Account Manager | Middle Market Accounts

Job Description

Job Description

Senior Commercial Lines Account Manager – Mid-Market Accounts

Salary: $80,000 – $100,000 + full benefits

Work Setting: In-Office (San Bernardino)

Systems: EPIC, TAM, or AMS360 (preferred)

A well-established independent insurance agency in San Bernardino is seeking a Senior Commercial Lines Account Manager to join their growing team. This position is ideal for a highly skilled insurance professional who thrives in a collaborative environment and takes pride in delivering proactive, high-quality client service to mid-market accounts.

Key Responsibilities

• Manage a book of mid-sized commercial P&C accounts with an emphasis on retention, renewals, and client satisfaction.
• Provide expert guidance on coverage analysis, risk exposures, policy changes, and claims handling.
• Quote and market new and renewal business through strong carrier relationships and rating platforms.
• Collaborate closely with producers, underwriters, and carrier partners to design effective coverage solutions.
• Maintain organized, detailed documentation to ensure compliance and workflow efficiency.
• Respond promptly to client inquiries and resolve issues with professionalism and accuracy.
• Mentor or assist junior team members and contribute to team development when needed.

Qualifications

• 7+ years of Commercial Lines Account Management experience within an independent agency.
• Active California Property & Casualty License required.
• Proficiency in EPIC, TAM, or AMS360.
• Strong understanding of commercial coverages, carrier appetites, and market dynamics.
• Excellent communication, analytical, and client service skills.
• Proficiency in Microsoft Office Suite (Outlook, Excel, Word).
• Professional designations such as CIC, CPCU, or CRIS are a plus.