Commercial Lines Account Manager
- Oakland, CA, United States
$60,000 to $90,000 USD / year
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Job details
- Pay
- $60,000 to $90,000 USD / year
- Apply by
- Experience
- 3-5+ years of experience with an independent agency or retail brokerage
- Posting language
- English
- Posted
Original job description
A client-focused insurance brokerage in the East Bay is seeking an experienced Commercial Lines Account Manager. This role is the primary point of contact for commercial clients, producers, and carrier partners, and keeps accounts running smoothly from quote through renewal.
Key Responsibilities:
- Accurately enter and maintain policy updates and account information within agency management systems
- Serve as a primary point of contact for clients, producers, and carrier underwriters regarding coverage and policy inquiries
- Manage the full marketing and quoting process for new business and renewal accounts
- Identify, gather, and organize information related to upcoming account renewals
- Maintain consistent, timely communication with agency clients and carrier partners to ensure smooth account servicing
Qualifications:
- Active Property & Casualty insurance license required
- 3-5+ years of experience with an independent agency or retail brokerage
- Strong technical knowledge of commercial lines coverages and rating
- Hands-on experience working directly with multiple carriers and underwriters
- Proficiency with online rating platforms and carrier portals
- Experience with Applied TAM, EPIC, and/or AMS360
- Proficient in Microsoft Office (Word, Excel, Outlook)
- Legally authorized to work in the United States