A growing insurance brokerage is seeking a Senior Commercial Lines Account Manager to join its high-performing Commercial Lines team. This role is ideal for someone who thrives on managing complex accounts in real estate, development, and related industries. This is not a sales role—it’s a high-touch service and strategy position focused on long-term client relationships.

What You’ll Do:

  • Manage a focused book of 10–20 middle to large market accounts, totaling $1M–$1.5M in revenue

  • Oversee client portfolios with $750K–$1M average premium per account

  • Lead renewals, coverage reviews, and client communications for high-complexity, low-volume books

  • Serve as a technical resource and strategic partner to both clients and producers

  • Navigate complex accounts within real estate, construction, and related sectors

  • Use Applied EPIC or similar agency systems to maintain accurate documentation

Work Environment:

  • Hybrid schedule: 2 anchor days (Tuesday and Thursday) in the Walnut Creek office, with flexibility and 3 remote days

  • Culture that prioritizes development, mentorship, and long-term growth

  • Part of a respected brokerage group with about 50 employees and a long-standing client base

  • Structured onboarding with clear expectations and room to grow

What You Bring:

  • 7–10+ years of Commercial Lines account management experience, ideally with real estate and development clients

  • Experience handling mid-to-large premium accounts, not small business or high-volume renewal work

  • Strong attention to detail, client-facing professionalism, and ability to manage complex risk profiles

  • Background from larger brokerages welcome, but open to professionals from smaller firms with the right skill set

  • P&C license not required, but bonus is provided if already held

  • Bachelor's degree not required; assessments and interviews will be part of the evaluation process

If you're looking to join a team that values experience, client depth, and professional growth over volume, this may be the right step forward.

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