Commercial Lines Account Manager

Commercial Lines Account Manager

Our client, an established independent insurance brokerage, is seeking a Junior Commercial Lines Account Manager to join its team in the Fresno/Bakersfield area.

This position is ideal for a Commercial Lines insurance professional with at least four years of experience who is ready to expand their responsibilities and continue progressing toward a full Account Manager role.

The successful candidate will independently service a smaller commercial book of business while supporting senior Account Managers and Account Executives with larger, more complex accounts.

Key Responsibilities

• Manage an assigned book of small commercial accounts, ensuring timely and accurate service.
• Support account renewals, client retention initiatives, and account growth.
• Assist with servicing larger commercial accounts, including marketing, submissions, proposals, and renewal preparation.
• Review commercial policies, endorsements, and coverage recommendations for accuracy.
• Process policy changes, certificates, endorsements, invoicing, and other account transactions.
• Prepare carrier submissions, supplemental applications, and new business documentation.
• Compare quotes, review coverage options, and assist with insurance placement strategies.
• Maintain professional relationships with clients, carriers, underwriters, and internal team members.
• Support new business account setup and agency management system activities.
• Assist with complex service requests, quality control, and team workflow priorities.
• Provide guidance and support to less experienced customer service team members as needed.

Qualifications

• Minimum 4 years of Commercial Lines insurance experience.
• Active Property & Casualty insurance license required.
• Working knowledge of commercial insurance policies, coverages, and account servicing.
• Experience with renewals, endorsements, certificates, carrier submissions, and client support.
• Strong organizational skills with the ability to manage multiple accounts and deadlines.
• Excellent written and verbal communication skills.
• Ability to work independently while collaborating effectively with Account Managers, Account Executives, and support staff.
• Proficiency with Microsoft Office and agency management systems.
• Bachelor's degree preferred but not required.
• Progress toward an insurance designation preferred.

Compensation & Benefits

• Competitive base salary of $61,000$88,000, depending on experience.
• Hybrid work arrangement.
• Comprehensive medical, dental, and vision coverage.
• 401(k) with employer contribution.
• Paid vacation, holidays, and additional leave programs.
• Professional development and designation reimbursement.
• Long-term career growth opportunities.

Work Location & Schedule

This position is designated as hybrid and requires candidates to reside in the Fresno or Bakersfield, California area.

Standard business hours are Monday through Friday, approximately 8:30 AM5:30 PM. Occasional travel to the company's headquarters in Calabasas, CA, including approximately quarterly visits, is expected.

Apply Today

If you have a strong Commercial Lines servicing background and are looking for an opportunity to advance your career with an established brokerage, we encourage you to apply.