Account Manager

Job Summary

We are seeking an experienced Commercial Lines Account Manager for a direct hire opportunity in Fresno, CA. This role is ideal for an insurance professional who enjoys building strong client relationships, supporting producers, coordinating with carriers, and managing the details required to place and service commercial property and casualty accounts.

The Account Manager will play a key role in both service and marketing activities, including renewals, submissions, applications, quotes, policy reviews, certificates, endorsements, and client communication. This is a strong opportunity to join a professional insurance brokerage environment with a team-focused culture, supportive leadership, and opportunities to continue building insurance knowledge through ongoing education and hands-on carrier interaction.

Key Responsibilities

- Manage commercial lines client accounts, renewals, submissions, applications, policy changes, endorsements, certificates, and related service requests.
- Support producers by preparing accurate client information, applications, proposals, summaries of insurance, and carrier submissions for new and renewal business.
- Work with carriers to order loss runs, MVRs, quotes, renewals, endorsements, and coverage documents while negotiating pricing and reviewing terms.
- Review policies, quotes, applications, and coverage documents for accuracy, adequacy, compliance, exclusions, and potential gaps in coverage.
- Maintain accurate account data, producer codes, suspense items, carrier files, marketing files, activity reports, and client records within AMS.
- Communicate professionally with clients, agents, underwriters, carriers, and internal team members by phone, email, and in person as needed.

Compensation and Benefits

- Salary range: $50,000 to $75,000 per year.
- Job type: Direct hire.
- Location: Fresno, CA.

Required Qualifications and Skills

- Manage commercial lines account servicing, renewals, endorsements, certificates, invoices, and policy delivery.
- Prepare and update carrier submissions, applications, proposals, premium finance agreements, and renewal materials.
- Review coverage documents for accuracy, gaps, exclusions, and alignment with client needs.
- Maintain AMS data integrity, suspense items, producer codes, client files, and carrier records.

- 3 to 5 years of related insurance account management, commercial lines, or insurance servicing experience preferred.
- Active Property and Casualty Insurance License, or applicable insurance license, required for candidates who transact insurance.
- College degree, related insurance experience, insurance training, or an equivalent combination of education and experience.
- Proficiency with AMS, Microsoft Outlook, and Microsoft Office programs.
- Ability to read, interpret, and discuss insurance policies, coverage forms, applications, and carrier documents.
- Strong written and verbal communication skills, including the ability to prepare professional emails, correspondence, proposals, and client-facing documents.
- Ability to communicate effectively with clients, producers, underwriters, carriers, managers, and internal team members.
- Strong attention to detail, organization, follow-through, and ability to manage multiple deadlines and account priorities.
- Ability to apply sound judgment, problem-solve, and handle standardized insurance service and marketing processes accurately.

Preferred Qualifications

- Commercial property and casualty insurance brokerage experience.
- Experience rating online with assigned carriers and negotiating commercial lines pricing.
- Familiarity with carrier appetites, underwriting preferences, renewal workflows, and marketing submissions.
- Experience with premium finance agreements, bonds, certificates of insurance, evidence of property insurance, and loss run tracking.
- Participation in insurance seminars, continuing education, or professional development related to commercial insurance.

Equal Opportunity Employer / Disabled / Protected Veterans

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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.