Commercial Lines Account Manager

A client-focused insurance agency serving the Bay Area is seeking an experienced Commercial Lines Account Manager.

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