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Pacific United Insurance

via Indeed

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Commercial Insurance Account Manager / Account Executive

Anywhere
full-time
Posted 10/8/2025
Verified Source
Key Skills:
California P&C License
Commercial insurance knowledge
AMS360
Client communication
Policy servicing
Renewal preparation
Coverage advisement

Compensation

Salary Range

$65K - 85K a year

Responsibilities

Manage commercial insurance client accounts including renewals, policy servicing, and client communication remotely.

Requirements

Requires active California P&C License, 3-5 years commercial lines experience, familiarity with AMS360, strong organizational and communication skills.

Full Description

Job Summary Pacific United Insurance is a full-service brokerage that provides commercial insurance solutions. We take pride in delivering expert guidance, responsive service, and long-term partnerships with our clients — particularly in the construction, contractor, and small business sectors. As our agency continues to grow, we’re seeking a Commercial Insurance Account Manager who can take ownership of our existing book of business, maintain exceptional client relationships, and deliver consistent, high-quality service — all while working remotely. You will act as the primary point of contact for your assigned accounts—handling client communication, policy servicing, renewal preparation, and coverage advisement. You’ll work closely with the agency owner to maintain strong client relationships, ensure timely renewals, and identify opportunities for coverage improvement or cross-sell. This is a fully remote role — perfect for a motivated, self-disciplined professional seeking work-life balance and autonomy. Responsibilities • Manage an assigned book of commercial insurance clients (renewals, service requests, policy changes, certificates, etc.) • Proactively communicate with clients regarding renewals, coverage options, and premium changes • Prepare renewal submissions, quote with multiple carriers, and make coverage recommendations • Process endorsements, certificates of insurance, and binders promptly and accurately • Handle audits, claims follow-up, and other client support needs as they arise • Maintain accurate documentation and activity notes in the agency management system (AMS360) Requirements • Active California P&C License • Minimum 3–5 years commercial lines experience (preferred in construction) • Familiarity with AMS360 (highly preferred) • Strong organizational skills and ability to manage renewals independently • Professional communication skills with strong client empathy and follow-through • Excellent communication skills, both verbal and written, with a focus on customer engagement. • Bilingual or multilingual abilities are highly desirable to serve a diverse clientele. • Strong understanding of commercial coverages including General Liability, Workers’ Compensation, Commercial Auto, Inland Marine, and Property • Ability to work independently as well as collaboratively • A commitment to providing high-quality customer service at all times. Optional but Highly Encouraged: 1–2 Minute Video Introduction We’re looking for someone who communicates clearly, confidently, and professionally with clients. Please record a short 1–2 minute video introducing yourself and sharing: • Why you’re interested in joining Pacific United Insurance • What you enjoy most about working with commercial insurance clients • Why you believe you’d be a great fit for this remote position You can record it on your phone or computer — no need for fancy editing. Upload it to YouTube (unlisted), Vimeo, or Google Drive and include the link with your application. Applicants who include a video will be given priority consideration. Job Types: Full-time, Permanent Pay: $65,000.00 - $85,000.00 per year Benefits: • 401(k) matching • Paid time off • Work from home Work Location: Remote

This job posting was last updated on 10/13/2025

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