Commercial Lines Account Manager

Jobot

Villa Park, CA

JOB DETAILS
SALARY
$80,000–$85,000 Per Year
SKILLS
Analysis Skills, Billing, Brokerage, Business Support, Communication Skills, Compensation and Benefits, Customer Relations, Customer Retention/Renewal, Customer Support/Service, Dental Insurance, Detail Oriented, Develop and Maintain Customers, Entrepreneurship, Epic Systems, Health Informatics, Insurance, Insurance Sales, Legal, Licensing, Maintain Compliance, Negotiation Skills, Organizational Skills, Problem Solving Skills, Record Keeping, Records Management, Resolve Customer Issues, Risk Management, Sales Management, Sales Support, Underwriting, Vision Plan
LOCATION
Villa Park, CA
POSTED
5 days ago
This Jobot Job is hosted by: Dana Stark
Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume.
Salary: $80,000 - $85,000 per year

A bit about us:

We are a trusted, independent insurance brokerage based in Orange County, with over 50 years of experience providing tailored risk management and insurance solutions. We specialize in Commercial Lines, Personal Lines, and Professional Liability, partnering with top carriers to deliver customized coverage that meets each client’s unique needs. Our team is committed to building lasting relationships, providing exceptional client service, and offering innovative solutions that protect businesses and individuals alike. We pride ourselves on an entrepreneurial culture that values expertise, collaboration, and integrity, empowering our professionals to make a meaningful impact every day.

Why join us?

Compensation & Benefits

Competitive base salary + bonus potential

Health, dental, and vision insurance

401(k) with company match

Paid time off and holidays

Professional development and licensing support

Job Details

We are seeking a detail-oriented and client-focused Commercial Lines Account Manager to manage and service a portfolio of business insurance clients. This role is responsible for maintaining strong client relationships, coordinating service needs, and supporting new and renewal business across multiple lines of coverage.

Key Responsibilities

Manage a book of commercial lines accounts, serving as the primary point of contact for clients

Coordinate all aspects of client service including renewals, endorsements, certificates, and policy changes

Market new and renewal business by gathering underwriting information, preparing submissions, and negotiating with carriers

Review policies, endorsements, and contracts to ensure accuracy and compliance

Provide coverage analysis and recommend appropriate insurance solutions based on client needs

Work closely with producers/sales teams to support new business opportunities

Resolve client issues including billing discrepancies, coverage questions, and claims support

Maintain accurate records in agency management systems (e.g., EPIC)

Required Qualifications

3–7+ years of Commercial Lines insurance experience

Active Property & Casualty (P&C) license

Strong knowledge of coverages including:

General Liability

Commercial Property

Workers’ Compensation

Business Auto

Professional Liability

Experience with agency management systems (Applied EPIC preferred)

Excellent communication and client service skills

Strong organizational skills and attention to detail

Preferred Qualifications

Experience managing mid-market or complex accounts

Prior brokerage experience

Exposure to marketing/placing business with carriers

Ability to work independently and manage competing priorities

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

About the Company

J

Jobot

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).

Ready to find a good job? Create your profile today at Jobot.com 🤖

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2018
WEBSITE
http://www.jobot.com