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Job Details

« Back to Search P & C Account Manager
San Ramon, CA

Date Posted: May 3, 2017
Job Type: Direct Hire
Job ID: 263734

Job Description

Commercial Lines Account Manager

Are you ready to make a career change?  Our client, a small local office with the backing of a much bigger organization, is looking for a Commercial Lines Account Manager in San Ramon, Ca! 

We are looking for an experienced Commercial Lines Account Manager in the East Bay area.  This role requires an individual who is professional displays the drive, determination, and self-motivation to help build business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business.

Responsibilities of the Account Manager:

  • Provides a high level of support to Producers in maintaining and expanding business
  • Manage a book of business, while acting with a high degree of independent discretion, autonomy, and decision-making
  • Provides professional, courteous service to clients, carrier representatives, underwriters, business partners, and company employees
  • May also be responsible for account rounding through cross-selling
  • Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
  • Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability
  • Stays up on changes in the insurance industry and other external conditions that may impact clients.  Makes appropriate recommendations to clients in response to those changes
  • Responsible for overall retention of accounts in assigned book of business
  • May manages, organize, and conduct client meetings when necessary
  • Appropriately documents conversations with clients and carrier representatives and updates all notes in the agency management systems when necessary and ensures the accuracy of data in those systems
  • May supports, mentor and train lower level Account Managers and Assistant Account Managers, as necessary
  • Attend industry related continuing education training and courses
  • Other duties as assigned


  • 2+ years as an Account Manager and demonstrated proficiency in an insurance Account Management role in required lines
  • Current P&C license
  • Excellent oral and written English communications skills
  • Superior customer service and problem solving skills
  • Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
  • Ability to work in a positive team environment
  • Ability to work a regular, full-time work schedule at the facility and ability to travel on business when required