Commercial Lines Account Manager
•Today
| Verified Pay check_circle | Provided by the employer$85,000 - $100,000 per year |
|---|---|
| Hours | Full-time |
| Location | San Jose, CA San Jose, California open_in_new |
About this job
Job Description
Job Description
TITLE: Commercial Lines Account Manager - Client Service
LOCATION: San Jose, CA
SALARY: $85,000 - 100,000 (Depending on experience, qualifications, and training)
Plus comprehensive benefits package
SUMMARY
Provide and maintain excellent service to clients, and support commercial lines team and producers in processing all lines of commercial insurance in accordance with the agency guidelines and Agency Best Practices for service. Contractor, Manufacturing, and or Distribution client experience would be helpful as would experience with Applied EPIC or AMS 360
Independent Agency Employment/Experience Required
ESSENTIAL DUTIES AND RESPONSIBILITIES
LOCATION: San Jose, CA
SALARY: $85,000 - 100,000 (Depending on experience, qualifications, and training)
Plus comprehensive benefits package
SUMMARY
Provide and maintain excellent service to clients, and support commercial lines team and producers in processing all lines of commercial insurance in accordance with the agency guidelines and Agency Best Practices for service. Contractor, Manufacturing, and or Distribution client experience would be helpful as would experience with Applied EPIC or AMS 360
Independent Agency Employment/Experience Required
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Process renewals and incidental new business, cancellations, audits, and endorsement requests
- Issue certificates of insurance as necessary
- Initiate renewal meetings and be responsible for renewal process
- Negotiate coverages and premiums with carriers
- Provide producer and/or account executive with accurate renewal proposals
- Check policy coverages, endorsements and audits for accuracy
- Invoice policies, audits, endorsements, cancellations and other appropriate transactions
- Assist producer, accounting department and client in the reconciliation of client accounts
- Be responsible for account rounding
- Work efficiently and effectively in a team environment
- Project a positive attitude toward company and team goals
- Maintain excellent communication, attitude and rapport with internal and external clients
- Apply problem solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, carrier issues
- Work with clients to become a 'trusted advisor' or 'consultant'
- Adhere to commercial lines procedures
- Apply problem solving techniques to various issues that may arise with carrier and clients
- Develop and maintain excellent relationships with our partners, carriers and vendors
- Demonstrate good judgment when handling complex issues
POSITION REQUIREMENTS
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training.
Designations, Licenses
Must hold P&C insurance agent license and be responsible for maintaining such license through attendance at mandatory continuing education courses.
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; or five to seven years related experience and/or training.
Designations, Licenses
Must hold P&C insurance agent license and be responsible for maintaining such license through attendance at mandatory continuing education courses.
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Full-time Jobs Part-time Jobs Gig Jobs Posting ID: 1275580352 Posted: 2026-08-12 Job Title: Commercial Line Account
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