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TD

The Demarco Group

via Snagajob

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Commercial Lines Account Manager

Alameda, CA
Full-time, Part-time
Posted 12/3/2025
Verified Source
Key Skills:
Commercial Lines Account Management
Insurance Policy Marketing
Submission Preparation
Rate Negotiation
Client Communication
Policy Binding
Applied Epic (preferred)

Compensation

Salary Range

$60K - 90K a year

Responsibilities

Manage and market commercial insurance policies, prepare submissions, negotiate rates, bind policies, and maintain client relationships to retain and grow a book of business.

Requirements

At least 2 years of commercial lines account management experience, a Property and Casualty Agent/Broker license, and preferably a bachelor's degree and Applied Epic experience.

Full Description

We are seeking an experienced Commercial Lines Account Manager to join a private regional broker that has been in business in San Diego for 30 years. The Commercial Lines Account Manager will maintain a book of business through high client retention, while quoting for new business, marketing existing accounts, and managing renewals. Key Responsibilities: • Market and Manage Policies: Drive the marketing and management of new and renewal insurance policies, with a target book of business totaling $500k revenue. (mid market accounts) • Submission Preparation: Prepare submissions, negotiate rates, and analyze coverage to tailor solutions that meet the unique needs of our clients. • Marketing Results: Summarize marketing outcomes and craft compelling proposals and presentations that effectively communicate value propositions to our clients. • Policy Binding: Bind insurance policies according to company procedures, ensuring accuracy and compliance with regulatory requirements. • Collaboration: Collaborate closely with producers to identify and capitalize on new business opportunities and cross-selling initiatives. • Client Communication: Provide prompt and efficient responses to client inquiries, managing changes effectively to ensure client satisfaction. Qualifications: • Minimum 2 years of commercial lines account management experience • Bachelors degree preferred • Hold an appropriate Property and Casualty Agent/Broker license in good standing • Experience with Applied Epic preferred We are seeking an experienced Commercial Lines Account Manager to join a private regional broker that has been in business in San Diego for 30 years. The Commercial Lines Account Manager will maintain a book of business through high client retention, while quoting for new business, marketing existing accounts, and managing renewals. Key Responsibilities: • Market and Manage Policies: Drive the marketing and management of new and renewal insurance policies, with a target book of business totaling $500k revenue. (mid market accounts) • Submission Preparation: Prepare submissions, negotiate rates, and analyze coverage to tailor solutions that meet the unique needs of our clients. • Marketing Results: Summarize marketing outcomes and craft compelling proposals and presentations that effectively communicate value propositions to our clients. • Policy Binding: Bind insurance policies according to company procedures, ensuring accuracy and compliance with regulatory requirements. • Collaboration: Collaborate closely with producers to identify and capitalize on new business opportunities and cross-selling initiatives. • Client Communication: Provide prompt and efficient responses to client inquiries, managing changes effectively to ensure client satisfaction. Qualifications: • Minimum 2 years of commercial lines account management experience • Bachelors degree preferred • Hold an appropriate Property and Casualty Agent/Broker license in good standing • Experience with Applied Epic preferred

This job posting was last updated on 12/6/2025

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