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Commercial Lines Insurance Account Manager

Bethany Insurance Agency - San Dimas, CA

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Job Description

Work Schedule:- 100% onsite for the first 90 days, hybrid schedule after 90 days.- Monday through Friday, 8:30 am - 5:30 pm- Hybrid schedule: Mondays, Wednesdays, and Thursdays on site; Tuesdays & Fridays remoteJob Summary:Commercial Lines Insurance Account Manager will work with commercial clients to determine their insurance needs. This is a relationship-focused position, meaning he/she must have superb communication and interpersonal skills, in addition to valid state licensure and a minimum of five years of experience in the insurance industry.Responsibilities and Duties:- Help clients understand and determine their individual commercial insurance needs- Oversee and manage client business, including policy changes, applications, and claims- Ensure maximum client retention and generation through relationship building- Market new service offerings- Thoroughly researching and analyzing insurance policies- Arranging insurance policies in an understandable fashion- Working with Underwriters to adapt policies- Assisting clients in filing claims and throughout the claims process- Promoting new insurance policies to existing customers- Participating in continuing education programs in insurance- Maintaining a good relationship with business partnersQualifications and Skills:- Five years experience in the insurance industry, especially within commercial insurance or property & casualty insurance- Account management experience preferred- Valid state Property and Casualty License- Excellent communication and interpersonal skills- Excellent customer service skills- Thorough and keen attention to detail- Ability to remain calm under pressure and deal with a large workload- Ability to use the software utilized within the company- Assisting colleaguesJob Type: Full-timePay: $85,000.00 - $125,000.00 per yearBenefits:Find out if this opportunity is a good fit by reading all of the information that follows below.401(k) matchingDental insuranceHealth insurancePaid time offVision insuranceSupplemental Pay:Bonus opportunitiesCommission payLicense/Certification:California P&C License (Required)Ability to Commute:San Dimas, CA 91773 (Required)Work Location: In person

Created: 2025-09-23

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