Commercial Lines Account Executive

Job Description

Job Description

Commercial Lines Account Executive / Senior Account Manager – Mid to Large Market Accounts (Woodland Hills, CA)

Salary: $90,000 – $115,000 base + full benefits + Incentive Compensation Plan

Work Setting: Remote BUT must have ability to report to office once per month.

System: AMS360 preferred

About the Role

We are seeking a Commercial Lines Account Executive (or Senior Account Manager) to manage a portfolio of mid-to-large market commercial clients . This individual will serve as a trusted advisor, overseeing renewals, marketing, and day-to-day servicing while collaborating closely with producers to ensure clients receive the highest level of expertise and support.

The ideal candidate is a proactive problem solver with deep technical insurance knowledge, exceptional communication skills, and a passion for delivering first-class client service.

Key Responsibilities

• Serve as the primary point of contact for assigned commercial clients, providing expert guidance on coverage, risk management, and claims matters.
• Consult with clients to assess risk exposures and recommend tailored insurance solutions.
• Lead the renewal process, including marketing, proposal development, and coverage analysis.
• Collaborate with producers during new business placement, then assume full ownership of account servicing post-bind.
• Negotiate with carriers to obtain competitive terms and ensure timely issuance of quotes and policies.
• Identify opportunities to round out accounts and strengthen client relationships.
• Maintain meticulous documentation within the agency management system (AMS360).
• Mentor and support other account management staff to promote teamwork and knowledge sharing.

Qualifications

• 10–15+ years of commercial lines account management experience (mid to large market accounts preferred).
• In-depth understanding of commercial coverages, rating, and marketing procedures.
• AMS360 experience required.
• Active Property & Casualty license.
• Professional designations (CIC, CPCU, ARM, or similar) highly preferred or willingness to obtain within two years.
• Strong organizational, analytical, and multitasking skills.
• Excellent written and verbal communication abilities.
• Detail-oriented, dependable, and professional.
• Bachelor’s degree preferred (or equivalent experience).

Compensation & Benefits

• Competitive base salary + annual incentive compensation plan
• Comprehensive benefits package (Medical, Dental, Vision)
• Paid vacation, holidays, and sick time
• 401(k) with 4.5% employer contribution (subject to IRS limits)
• Tuition reimbursement and continued education support
• Career advancement opportunities within a respected, growth-oriented agency