Account Manager
HybridWalnut Creek, California, United States
Job Summary
Serve as the primary day-to-day contact for a portfolio of commercial insurance clients, building relationships that drive retention and growth. Partner with producers to support new business and renewals, while analyzing exposures and providing technical guidance on complex coverage needs. Review policies and endorsements for accuracy, coordinate with carriers to secure competitive pricing, and manage the renewal process and client requests. Support claims coordination and maintain accurate records within agency management systems. Consistently meet deadlines while managing multiple priorities in a fast-paced environment.
Required Qualifications
- 3 to 5+ years of commercial insurance account management experience
- Strong knowledge of commercial property and casualty insurance coverages and principles
- Experience supporting mid-sized to large commercial clients
- Ability to interpret policies, endorsements, forms, and coverage language
- Experience working directly with carriers, underwriters, producers, and clients
- Exceptional customer service and relationship management skills
- Strong verbal and written communication skills
- Proven analytical, problem-solving, and organizational abilities
- Ability to manage competing priorities and work effectively under deadlines
- Proficiency with Microsoft Office, including Outlook, Word, and Excel
- Active Property & Casualty insurance license
- Bachelor's degree or equivalent combination of education and experience
- Active California Property & Casualty license
- Ongoing continuing education
Desired Qualifications
- Experience with Applied Epic or similar agency management systems
- Professional designations such as CIC, CISR, CPCU, ARM, or CRM
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