Job Description
This Jobot Job is hosted by: Dana Stark
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $95,000 - $110,000 per year
A bit about us:
We are an independent insurance firm focused on providing personalized commercial insurance and risk management solutions to businesses and their clients. We take a relationship-driven approach, working closely with our clients to understand their unique risks and provide thoughtful coverage solutions that protect what matters most.
Our team values collaboration, responsiveness, and exceptional client service. We’re committed to building long-term relationships with both our clients and our employees while creating an environment where experienced insurance professionals can take ownership, contribute ideas, and continue to grow.
Why join us?
We offer the opportunity to join a collaborative, client-focused insurance team where you can build strong relationships and have real ownership of your accounts. With a hybrid/remote work environment, flexible PTO, and a strong benefits package, it’s a great fit for an experienced insurance professional looking for flexibility, stability, and the opportunity to grow.
Job Details
We are seeking an experienced and client-focused Commercial Lines Account Manager to join our team. In this role, you will manage an established portfolio of commercial insurance accounts, build strong client relationships, and deliver customized insurance solutions to meet each client’s unique needs. This position plays an important role in client retention, account growth, and providing exceptional service throughout the policy lifecycle.
Key Responsibilities
Manage a portfolio of commercial insurance accounts, providing responsive, accurate, and proactive service.
Develop and maintain strong client relationships by understanding their business operations, risk exposures, and insurance needs.
Serve as the primary contact for client questions, policy changes, renewals, and claims-related matters.
Conduct periodic account reviews to identify changing exposures and recommend appropriate coverage adjustments.
Identify opportunities to expand existing accounts through additional coverage and insurance products.
Prepare and submit complete, accurate applications and supporting documentation to insurance carriers.
Negotiate coverage terms, conditions, and premiums with carriers to secure appropriate insurance programs.
Prepare and present insurance proposals, renewal options, and coverage recommendations.
Lead renewal meetings, review renewal outcomes, and communicate coverage changes and recommendations.
Manage the renewal process, including ordering and reviewing loss runs, evaluating current coverage, and coordinating program adjustments.
Review policies, binders, invoices, endorsements, and commissions for accuracy and consistency.
Issue and review Certificates of Insurance (COIs) to ensure compliance with contractual requirements.
Review client contracts for insurance requirements and recommend appropriate coverage provisions or modifications.
Process policy changes, coordinate endorsements, and follow through on outstanding documentation and final policy reviews.
Provide claims support and advocacy by assisting with claim reporting, monitoring claim progress, and communicating updates and resolutions to clients.
Conduct claims reviews with clients, explain claim outcomes, and coordinate follow-up actions as needed.
Coordinate the ordering and receipt of Motor Vehicle Records (MVRs) and loss runs.
Maintain accurate client records and documentation within the agency management system.
Partner with producers, underwriters, and internal teams on new business opportunities, renewals, and account retention strategies.
Assist with onboarding new accounts to ensure a smooth transition and proper coverage implementation.
Train, mentor, and oversee assigned support staff, maintaining service quality and adherence to agency procedures.
Stay informed of insurance industry developments, carrier guidelines, and regulatory changes affecting commercial accounts.
Attend occasional client meetings and industry events, with limited travel as needed.
Qualifications
2–10 years of Property & Casualty insurance experience, preferably in commercial lines account management.
College-level education or equivalent professional experience.
Strong knowledge of commercial insurance policies, coverage options, renewals, and client service practices.
Experience working with insurance carriers, preparing submissions, negotiating terms, and reviewing policy documentation.
Excellent communication, relationship-building, organizational, and problem-solving skills.
Ability to manage multiple accounts and deadlines while maintaining a high level of accuracy and service.
Experience with agency management systems and standard insurance documentation.
Licensing Requirements
Active Property & Casualty insurance license in good standing.
Ability to maintain required licensure and comply with applicable insurance regulations.
Position Details
Job Type: Full-time
Work Arrangement: Hybrid or remote, with occasional travel for client meetings and industry events.
Benefits
Health insurance
Dental insurance
Vision insurance
Life insurance
Flexible paid time off
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $95,000 - $110,000 per year
A bit about us:
We are an independent insurance firm focused on providing personalized commercial insurance and risk management solutions to businesses and their clients. We take a relationship-driven approach, working closely with our clients to understand their unique risks and provide thoughtful coverage solutions that protect what matters most.
Our team values collaboration, responsiveness, and exceptional client service. We’re committed to building long-term relationships with both our clients and our employees while creating an environment where experienced insurance professionals can take ownership, contribute ideas, and continue to grow.
Why join us?
We offer the opportunity to join a collaborative, client-focused insurance team where you can build strong relationships and have real ownership of your accounts. With a hybrid/remote work environment, flexible PTO, and a strong benefits package, it’s a great fit for an experienced insurance professional looking for flexibility, stability, and the opportunity to grow.
Job Details
We are seeking an experienced and client-focused Commercial Lines Account Manager to join our team. In this role, you will manage an established portfolio of commercial insurance accounts, build strong client relationships, and deliver customized insurance solutions to meet each client’s unique needs. This position plays an important role in client retention, account growth, and providing exceptional service throughout the policy lifecycle.
Key Responsibilities
Manage a portfolio of commercial insurance accounts, providing responsive, accurate, and proactive service.
Develop and maintain strong client relationships by understanding their business operations, risk exposures, and insurance needs.
Serve as the primary contact for client questions, policy changes, renewals, and claims-related matters.
Conduct periodic account reviews to identify changing exposures and recommend appropriate coverage adjustments.
Identify opportunities to expand existing accounts through additional coverage and insurance products.
Prepare and submit complete, accurate applications and supporting documentation to insurance carriers.
Negotiate coverage terms, conditions, and premiums with carriers to secure appropriate insurance programs.
Prepare and present insurance proposals, renewal options, and coverage recommendations.
Lead renewal meetings, review renewal outcomes, and communicate coverage changes and recommendations.
Manage the renewal process, including ordering and reviewing loss runs, evaluating current coverage, and coordinating program adjustments.
Review policies, binders, invoices, endorsements, and commissions for accuracy and consistency.
Issue and review Certificates of Insurance (COIs) to ensure compliance with contractual requirements.
Review client contracts for insurance requirements and recommend appropriate coverage provisions or modifications.
Process policy changes, coordinate endorsements, and follow through on outstanding documentation and final policy reviews.
Provide claims support and advocacy by assisting with claim reporting, monitoring claim progress, and communicating updates and resolutions to clients.
Conduct claims reviews with clients, explain claim outcomes, and coordinate follow-up actions as needed.
Coordinate the ordering and receipt of Motor Vehicle Records (MVRs) and loss runs.
Maintain accurate client records and documentation within the agency management system.
Partner with producers, underwriters, and internal teams on new business opportunities, renewals, and account retention strategies.
Assist with onboarding new accounts to ensure a smooth transition and proper coverage implementation.
Train, mentor, and oversee assigned support staff, maintaining service quality and adherence to agency procedures.
Stay informed of insurance industry developments, carrier guidelines, and regulatory changes affecting commercial accounts.
Attend occasional client meetings and industry events, with limited travel as needed.
Qualifications
2–10 years of Property & Casualty insurance experience, preferably in commercial lines account management.
College-level education or equivalent professional experience.
Strong knowledge of commercial insurance policies, coverage options, renewals, and client service practices.
Experience working with insurance carriers, preparing submissions, negotiating terms, and reviewing policy documentation.
Excellent communication, relationship-building, organizational, and problem-solving skills.
Ability to manage multiple accounts and deadlines while maintaining a high level of accuracy and service.
Experience with agency management systems and standard insurance documentation.
Licensing Requirements
Active Property & Casualty insurance license in good standing.
Ability to maintain required licensure and comply with applicable insurance regulations.
Position Details
Job Type: Full-time
Work Arrangement: Hybrid or remote, with occasional travel for client meetings and industry events.
Benefits
Health insurance
Dental insurance
Vision insurance
Life insurance
Flexible paid time off
Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Numbers & Facts
| Location | San Diego, CA (Remote) |
| Industry | Staffing/Employment Agencies |
| Salary | $95,000–$110,000 Per Year |
| Company Size | 100 to 499 employees |
| Year Founded | 2018 |
| Website | http://www.jobot.com |
About Company
Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
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