Commercial Lines Account Manager (HYBRID-Must have real estate exp.)

Location: Walnut Creek
Posted on: June 23, 2025

Job Description:

This Jobot Job is hosted by: Dana Stark Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $125,000 - $150,000 per year A bit about us: A division of a very large independent, national insurance brokerage that services clients nationwide. Why join us? We pride ourselves on our culture. We we are passionate about collaboration and growth. Collaboration is at the center of our culture. Collaboration helps us elevate the client experience, ensuring we grow with integrity, both as an organization and as individuals. We value an inclusive and diverse work environment and take care of our employees. We value individual contributions, superior customer service, high performance standards, and a collaborative work style. We provide a great team environment and an opportunity for personal and professional growth. In addition, we offer an outstanding compensation and benefits package including educational assistance and a 401(k) plan with company match. Job Details Our Commercial Lines Account Manager builds strong professional relationships with our clients that result in a high-level of business retention. trust and confidence in our knowledge and expertise. You will assist producers with both new and renewal business, successfully providing technical advice to handle coverage issues and needs, and conduct exposure analysis for our clients. The successful candidate must have a very strong background of experience working primarily with medium to large size commercial accounts and possess a minimum of three to five years of insurance agency experience in an account management role. A demonstrated ability to understand policies, coverages, forms, accounting methods, ratings, and claims procedures and have an excellent rapport with both the underwriters and insureds is essential. This position requires a Bachelor’s degree, professional certification, or equivalent training and education Minimum 3 years of work experience in Property & Casualty and customer service. Exceptional written and verbal communication skills are required. Applied (EPIC) agency system experience is highly desirable. Must be proficient in Microsoft Office including, Word, Excel, and Outlook. Proven ability to meet deadlines and possess strong analytical and organizational skills. A California insurance license is essential. Professional designations such as CIC, CISR, CPCU, ARM, or CRM are preferred. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Keywords: , Citrus Heights , Commercial Lines Account Manager (HYBRID-Must have real estate exp.), Accounting, Auditing , Walnut Creek, California