Assistant Account Manager

Job Title: Assistant Commercial Lines Account Manager

Location: Walnut Creek, CA 

Full-Time

Pay Structure: $75,000 - $82,000/year

About the Role:

A growing insurance brokerage is seeking an Assistant Commercial Lines Account Manager to support its high-performing Commercial Lines team. This is an excellent opportunity for someone with a foundation in commercial insurance who’s eager to deepen their expertise and grow in a client-focused, team-oriented environment. This is a support and service-oriented role—not sales—designed for someone who values strong processes, attention to detail, and long-term client success.

What You’ll Do:

* Support a team managing 10–20 middle to large market accounts in industries such as real estate, development, and construction

* Assist with renewals, endorsements, certificates, and client documentation

* Help prepare proposals, presentations, and coverage comparisons for Account Managers and Producers

* Maintain accurate records in Applied EPIC or similar agency systems

* Serve as a liaison between carriers, clients, and internal teams to ensure timely service delivery

* Participate in coverage reviews and help gather information for marketing and placement

* Learn to identify coverage gaps, client needs, and opportunities for risk mitigation

Work Environment:

* Full time in office in the Walnut Creek office

* Collaborative team culture focused on mentorship, development, and career growth

* Structured onboarding and hands-on training with experienced Account Managers

* Opportunity to grow into more advanced roles within the firm

What You Bring:

* 2–4+ years of experience in Commercial Lines insurance, ideally in a support or service capacity

* Familiarity with Applied EPIC or similar agency management systems

* Strong organizational skills, attention to detail, and ability to manage multiple priorities

* A client-focused mindset with professional communication skills

* Experience with real estate, construction, or related industries

* Property & Casualty license preferred,

* Bachelor’s degree not required; training and mentorship are more important

Why Join Us?

If you're looking to build your career in Commercial Lines insurance with a team that values quality over volume, supports professional development, and encourages long-term growth, this role could be your next great step.