Supervisor, Commercial Lines Account Manager

Join an Independent Agency that is dedicated to REMAINING Independent!

We continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2026)
• Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
• NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
• Top 100 P&C Agencies (Insurance Journal)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal)

About the Role:

The Account Manager Supervisor willlead and develop a team of Commercial Lines Account Managers while also managing an assigned book of business. This role combines advanced Commercial Lines expertise with people leadership. You will serve as a technical resource, coach, and mentor to team members!

How You will be Compensated:

• $100,000-$130,000/year Depending on Experience
• Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
• Free Employee Assistance Program
• Paid Holidays, Paid Sick Time, and Flexible Vacation Time
• Paid Parental Benefits
• Disability and Life Insurance
• 401(k) with 50% match
• Flexible Spending Plan (FSA) and Health Savings Account (HSA)

What You will Do:

• Leadership
  • Oversee the day-to-day performance of an Account Management team: managing work assignments and evaluations.
  • Provide ongoing coaching, training, performance feedback, and professional development to support employee growth and engagement.
  • Monitor team workflows, identify inefficiencies, and contribute to the development and implementation of recommended process improvements.
  • Field and resolve escalated or complex service requests from clients, carriers, and supervised staff.
  • Support and participate in hiring and termination decisions for supervised staff.
  • Assist with special projects, reporting, and strategic initiatives.
• Managing a Book of Business
  • Deliver quality service to clients, carriers, and peers through friendly, timely, and clear communication that manages expectations and builds relationships.
  • Apply insurance knowledge, solve problems, and analyze coverages to ensure client needs are met.
  • Maintain well-documented, organized client files.
  • Stay current on market trends, industry standards, and company information.

Who You Are:

• You are a problem solver who likes to see the big picture.
• You excel using detail-oriented analytical skills and innate critical thinking.
• You are flexible; recognizing urgent needs and adapting to changing priorities.
• You thrive while mentoring others, taking pride in nurturing growth and developing others.
• You have a passion for serving clients and servicing their commercial insurance needs.

Qualifications:

• 5+ years of Commercial Lines Account Management experience
• Active Property & Casualty License
• Advanced working knowledge of Commercial Lines insurance coverages and agency operations
• Proficiency with Microsoft Office and Applied Epic
• Preferred Qualifications
  • College Degree
  • AINS, AFIS, CRIS, CIC or other industry designation
  • Experience servicing commercial accounts in California
  • Experience mentoring, training, or leading service team members