Commercial Lines Account Manager
Location: Fresno or Bakersfield, CA – Hybrid
Salary: $61,000–$88,000 annually
Job Type: Full-Time
Position Overview
Our client, an established independent insurance brokerage, is seeking a Junior Commercial Lines Account Manager to join its team in the Fresno/Bakersfield area.
This position is ideal for a Commercial Lines insurance professional with at least four years of experience who is ready to expand their responsibilities and continue progressing toward a full Account Manager role.
The successful candidate will independently service a smaller commercial book of business while supporting senior Account Managers and Account Executives with larger, more complex accounts.
Key Responsibilities
- Manage an assigned book of small commercial accounts, ensuring timely and accurate service.
- Support account renewals, client retention initiatives, and account growth.
- Assist with servicing larger commercial accounts, including marketing, submissions, proposals, and renewal preparation.
- Review commercial policies, endorsements, and coverage recommendations for accuracy.
- Process policy changes, certificates, endorsements, invoicing, and other account transactions.
- Prepare carrier submissions, supplemental applications, and new business documentation.
- Compare quotes, review coverage options, and assist with insurance placement strategies.
- Maintain professional relationships with clients, carriers, underwriters, and internal team members.
- Support new business account setup and agency management system activities.
- Assist with complex service requests, quality control, and team workflow priorities.
- Provide guidance and support to less experienced customer service team members as needed.
Qualifications
- Minimum 4 years of Commercial Lines insurance experience.
- Active Property & Casualty insurance license required.
- Working knowledge of commercial insurance policies, coverages, and account servicing.
- Experience with renewals, endorsements, certificates, carrier submissions, and client support.
- Strong organizational skills with the ability to manage multiple accounts and deadlines.
- Excellent written and verbal communication skills.
- Ability to work independently while collaborating effectively with Account Managers, Account Executives, and support staff.
- Proficiency with Microsoft Office and agency management systems.
- Bachelor's degree preferred but not required.
- Progress toward an insurance designation preferred.
Compensation & Benefits
- Competitive base salary of $61,000–$88,000, depending on experience.
- Hybrid work arrangement.
- Comprehensive medical, dental, and vision coverage.
- 401(k) with employer contribution.
- Paid vacation, holidays, and additional leave programs.
- Professional development and designation reimbursement.
- Long-term career growth opportunities.
Work Location & Schedule
This position is designated as hybrid and requires candidates to reside in the Fresno or Bakersfield, California area.
Standard business hours are Monday through Friday, approximately 8:30 AM–5:30 PM. Occasional travel to the company's headquarters in Calabasas, CA, including approximately quarterly visits, is expected.
Apply Today
If you have a strong Commercial Lines servicing background and are looking for an opportunity to advance your career with an established brokerage, we encourage you to apply.