Account Manager – Commercial Lines

Relation Insurance Services

Account Manager managing client relationships for an insurance brokerage. Providing strategic advice on coverage, risk management, and aligning insurance programs with client goals.

Posted 7/24/2026full-timeNapa • California • 🇺🇸 United StatesMid-LevelSenior💰 $43,000 - $93,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management within the insurance industry, focusing on commercial lines of coverage, while effectively communicating with clients and managing complex service issues. Proficient in utilizing technology and analytical skills to enhance client service and retention.

Highest-signal resume keywords

Property And Casualty LicenseAccount Management ExperienceBilingual (Spanish/English)Advanced Commercial Lines KnowledgeMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Analytical SkillsMathematical SkillsPresentation SkillsInsurance Ratings KnowledgeUnderwriting Procedures Knowledge

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationProblem-Solving Skills

Tools & Technologies

Microsoft ExcelMicrosoft WordPowerPoint

Certifications & Qualifications

Property And Casualty License

Industry Keywords

Insurance IndustryCommercial LinesClient ProposalsClaims ManagementRenewals Management

About the role

Key responsibilities & impact

Serves as the main point of contact for clients, addressing inquiries and providing guidance
Partners in the strategic development of insurance plans tailored to client needs
Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage
Strategically manages the remarketing of renewals to ensure high account retention rates
Oversees the preparation of client proposals, ensuring timely and accurate quotations and policies
Communicates various billing and invoicing options
Prepares comprehensive summaries of insurance and schedules
Assists clients in submitting first reports of claims
Facilitates the prompt response from carriers to expedite claims settlements
Conducts policy reviews during renewals and audits
Reviews cancellation requests, determining reasons and attempting to retain client accounts
Stays informed about industry developments, new products, and coverage options
Recommends process improvements as needed
Quickly identifies and resolves complex client service issues
Fully adopts innovative technology into the service process
Performs other projects and duties as assigned.

Requirements

What you’ll need

A Property and Casualty License from state of domicile is required
Four-year degree preferred
Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage is required
Bilingual (Spanish/English) a plus or a must in some locations
Strong analytical and mathematical skills
Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions
In-depth understanding of advanced commercial lines of coverage
Excellent written and verbal communications skills
Proficient skills in Microsoft Office (primarily Excel and Word)
Must be computer literate with the ability to learn new software applications
Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
Must have a valid driver’s license
Ability to travel to client sites with reliable transportation.

Benefits

Comp & perks

Competitive pay
Health and wellness programs for families
401K
Employee assistance programs
Paid time off
Paid holidays