Commercial Lines Account Manager

Job Details Commercial Lines Insurance Account Manager needed for an insurance agency located in San Diego, CA. Work Hours: Monday – Friday, 8:00 am – 5:00 pm. Duration: Direct Hire. Workplace: Hybrid or Remote with occasional travel. Must reside in California. Pay: $75,000 - $110,000 per year, depending on experience. To qualify for $75k - $85k you must have a minimum of three to five years of experience. To qualify for $85k - $110k, you must have a minimum of six to ten+ years of experience. Book: $4.33M in premium; 153 customers with an average of two policies. Responsibilities Build and maintain strong client relationships. Serve as the primary point of contact for client inquiries, policy changes, renewals, and claims‑related matters. Manage a designated portfolio of commercial insurance clients, ensuring timely, accurate, and proactive service. Conduct periodic client reviews. Identify opportunities for upselling and cross‑selling. Prepare complete and accurate submissions. Review, negotiate, and secure coverage terms, conditions, and premiums with insurance carriers. Prepare and present insurance proposals, renewal strategies, and coverage recommendations to clients. Lead client renewal meetings. Handle policy renewals. Perform detailed policy checking to ensure accuracy between binders, policies, invoices, endorsements, and commissions. Issue, review, and manage Certificates of Insurance. Review client contracts for insurance requirements and provide recommendations or proposed modifications to coverage terms. Process policy changes. Provide claims advocacy support. Conduct claim reviews with clients, providing status updates, explanations of outcomes, and action plans when needed. Oversee ordering and receipt of MVRs and loss runs. Maintain accurate and complete client records and documentation within the agency management system. Support producers with new and renewal planning and strategic account management initiatives. Participate in onboarding new business accounts. Train, mentor, and oversee assigned support staff. Stay current on industry trends, carrier appetite, and regulatory changes impacting commercial insurance. Participate in light travel for client meetings or industry‑related events, as needed. Assist with MVRs, Certs, Loss Runs and other administrative tasks through an assistant, stepping in when necessary. Requirements Minimum of 3–10 years’ experience, recently working as a CL Account Manager within an independent agency environment. Must hold an active CA Property/Casualty license. Proficient with Microsoft Excel, Word, and Outlook. EPIC experience required; intermediate to advanced level. Clear written and communication skills. Benefits Health insurance Vision insurance Dental insurance Life insurance Flexible Paid time off #J-18808-Ljbffr SDI Staffing