Commercial Generalist Account Manager

Commercial Generalist Account Manager

About the Role:

We are seeking a skilled and proactive Commercial Generalist Account Manager to join our team. In this role, you will support a diverse book of commercial clients across a wide range of industries, providing exceptional service and insurance expertise.

Book of Business Includes:

• Manufacturing

• Contractors

• Wholesalers

• Pest Control

• Transportation

• Security Guards

This role requires a strong understanding of commercial lines and the ability to manage accounts across multiple industries with varying risk profiles.

Key Responsibilities:

• Manage all aspects of client accounts from onboarding to renewal, including coverage analysis and servicing.

• Provide day-to-day client support, including handling endorsements, issuing certificates, and processing policy changes.

• Collaborate with producers, underwriters, and carriers to market and place new and renewal business.

• Build and maintain strong relationships with clients, ensuring prompt, professional, and effective communication.

• Monitor client compliance with insurance requirements and assist with risk management solutions.

• Maintain accurate and organized documentation within the agency management system.

Qualifications:

• 3+ years of experience in a commercial lines account management role, ideally with a variety of business types.

• Strong working knowledge of commercial insurance coverages and carriers.

• Active California P&C Insurance License required.

• Excellent communication, organizational, and client service skills.

• Ability to manage a varied workload and meet deadlines.

• Proficiency with agency management systems and Microsoft Office Suite.