Commercial Lines Account Manager
Commercial Lines Account Manager
About Us
We are a full-service, all-inclusive insurance brokerage firm, established in 2005 and recognized as one of the fastest-growing insurance providers in Southern California. Specializing exclusively in commercial lines, a significant portion of our business is dedicated to serving artisan contractors such as electricians, plumbers, and roofers. We actively manage both OTC and Workers’ Compensation coverage, with average account sizes around $30,000—ranging from $1,000 to $100,000.
Our office environment is fast-paced yet relaxed and supportive. We value autonomy, avoid micromanagement, and enjoy celebrating milestones together. With a team of 42 employees in-office and about 20 remote staff, we foster a culture of collaboration, accountability, and recognition.
Responsibilities
Manage and service a book of commercial lines clients, handling $3M–$5M in premium
Maintain high-touch communication with clients and carriers
Process renewals, endorsements, certificates, and audits
Collaborate with producers and internal team members to ensure seamless client service
Identify and initiate cross-sell opportunities
Requirements
Minimum of 3 years of experience in Commercial Lines Account Management
California Property & Casualty license required
Experience working with artisan contractors (electricians, plumbers, roofers, etc.)
Strong knowledge of Workers’ Compensation policies is highly preferred
Must have experience in a retail, independent insurance agency
Ability to manage a book of business of at least $3M+ in premium
Proficient in client service, detail-oriented, and highly organized
Must be ready to work on-site and contribute to a collaborative team environment
Pay & Benefits
Base salary: $80,000 – $115,000 (with flexibility to go higher for the right candidate)
Additional compensation for initiating successful cross-sell opportunities
Health, dental, vision, and life insurance
401(k) with 3% employer match
Paid time off (PTO)
Broker fee bonus program