Commercial Lines Account Manager

Job Description

Job Description

Job Title: Commercial Lines Account Manager

Location: Flexible – In-Office, Hybrid, or Remote (Lodi, CA - Based)

Compensation: $65,000-85,000 plus comprehensive benefits

About

Independent insurance agency committed to delivering thoughtful, relationship-driven risk management solutions to commercial clients is seeking an experienced Commercial Lines Account Manager to support and manage a diverse commercial book of business. Agency strongly values collaboration, accountability, and long-term partnerships—with clients, carriers, and each other.

Position Summary

The Commercial Lines Account Manager is responsible for servicing and retaining commercial clients by managing renewals, marketing new and renewal business, coordinating with carriers, and ensuring accurate, well-structured coverage programs. This role offers flexibility in work location and is ideal for a detail-oriented professional who thrives in a fast-paced, client-focused environment.

Key Responsibilities

• Manage a book of commercial lines accounts, serving as the primary point of contact for clients
• Lead the renewal process, including exposure analysis, marketing, quoting, and proposal preparation
• Review policies, endorsements, loss runs, MVRs, and underwriting reports for accuracy and completeness
• Communicate effectively with carriers to negotiate terms, pricing, and coverage enhancements
• Provide day-to-day client service, including certificates, policy changes, and coverage questions
• Ensure compliance with agency standards, documentation requirements, and regulatory guidelines
• Collaborate with producers and internal teams to support account growth and retention

Qualifications

• 3+ years of commercial lines account management experience preferred
• Experience working in an independent agency environment strongly desired
• Solid understanding of commercial insurance coverages and underwriting concepts
• Strong organizational, communication, and problem-solving skills
• Ability to manage multiple priorities and deadlines with minimal supervision
• Proficiency with agency management systems (e.g., AMS360, EPIC, or similar)
• Active Property & Casualty license

What We Offer

• Flexible work arrangements: in-office, hybrid, or fully remote
• Competitive compensation based on experience
• Benefits package may include health insurance, paid time off, and retirement options
• Supportive team culture with opportunities for professional growth
• Stable, long-term role within a growing independent agency

How to Apply

Interested candidates are encouraged to submit a resume highlighting relevant commercial lines experience. All inquiries will be handled confidentially.