Commercial Lines Account Manager

Senior Commercial Lines Account Manager – Mid-Market Accounts

Salary: $80,000 – $100,000 + full benefits

Work Setting:  In-Office (San Bernardino)

Systems: EPIC, TAM, or AMS360 (preferred)

A well-established independent insurance agency in San Bernardino is seeking a Senior Commercial Lines Account Manager to join their growing team. This position is ideal for a highly skilled insurance professional who thrives in a collaborative environment and takes pride in delivering proactive, high-quality client service to mid-market accounts.

Key Responsibilities

• Manage a book of mid-sized commercial P&C accounts with an emphasis on retention, renewals, and client satisfaction.
• Provide expert guidance on coverage analysis, risk exposures, policy changes, and claims handling.
• Quote and market new and renewal business through strong carrier relationships and rating platforms.
• Collaborate closely with producers, underwriters, and carrier partners to design effective coverage solutions.
• Maintain organized, detailed documentation to ensure compliance and workflow efficiency.
• Respond promptly to client inquiries and resolve issues with professionalism and accuracy.
• Mentor or assist junior team members and contribute to team development when needed.

Qualifications

• 7+ years of Commercial Lines Account Management experience within an independent agency.
•  Active California Property & Casualty License required.
• Proficiency in EPIC, TAM, or AMS360.
• Strong understanding of commercial coverages, carrier appetites, and market dynamics.
• Excellent communication, analytical, and client service skills.
• Proficiency in Microsoft Office Suite (Outlook, Excel, Word).
• Professional designations such as CIC, CPCU, or CRIS are a plus.

Why Work with an Independent Recruiter?

We work with top independent agencies nationwide, connecting experienced insurance professionals with exceptional career opportunities—many of which aren’t advertised publicly. If you’re currently employed and exploring a change, we’ll conduct a confidential search to help you make your next career move discreetly and strategically.