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Job Details

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Fresno, CA

Date Posted: December 7, 2018
Job Type: Direct Hire
Job ID: 334202

Job Description

Senior Commercial Lines Account Manager

Are you ready to make a career change?  Our client, a small local office with a large book of business and the backing of a much bigger organization, is looking for a Senior Commercial Lines Account Manager in the Fresno area.  Join a team where it feels like family and personal and professional growth is encouraged.

This role requires an individual who is professional, displays the drive, determination, and self-motivation to help build and retain 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


  • 3+ 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
  • Advanced professional designation highly desirable (e.g. AAI, ARM, CIC)