Commercial Account Manager

About the Opportunity

Key Responsibilities

What You’ll Do

• Manage and service an approximately $3M commercial book of business
• Handle renewals from start to finish
• Process certificates of insurance accurately and efficiently
• Manage endorsements and other policy servicing requests
• Serve as a direct client-facing contact for ongoing account needs
• Support both existing business and new business servicing activity
• Maintain accurate workflow documentation and account activity in AMS360
• Communicate clearly with clients, carriers, and internal stakeholders
  
  

Skills, Knowledge and Expertise

What We’re Looking For

• Active California insurance license in good standing
• Daily, hands-on AMS360 experience
• Strong knowledge of the California commercial insurance market
• Independent commercial account management / book-servicing experience
• Ability to walk through renewal workflows in detail
• Ability to explain certificate and endorsement workflows step by step
  
  

Nice to Have

• Generalist agency experience across varied industries
• Experience with workers’ compensation and cyber liability
• Strong communication skills and professional client presence
• Proximity to the South Bay area
  
  

Benefits

Compensation & Benefits

• Base salary of $65,000-$90,000
• PTO
• License / CE support
• Retirement plan options
• Additional benefits details can be shared during the process