Senior Commercial Lines Account Manager
Job Location:
Orange, CA - USA
Monthly Salary:
Not provided by the employer
Posted:
19 June 2026 (30+ days ago)
Application Deadline:
16 September 2026
Vacancies:
1 Vacancy
Job Summary
Role Overview:
- Proactively supporting producers growing and maintaining client relationships by providing high-level advice and excellent service.
- Leading and managing a team of account managers.
- Being analytical detail-oriented reliable and forward-thinking with the ability to connect the dots.
- Demonstrating strong problem-solving skills deep coverage and market knowledge and excellent oral and written communication skills.
- Participating in high-performance team meetings.
- Managing binders policies endorsements and certificates of insurance.
- Ensuring surplus lines compliance.
- Contributing to client retention through excellent service and follow-through.
- Building and maintaining market relationships through marketing activities before and after renewals.
- Preparing written correspondence reports and analysis as needed and documenting all communication in AMS360.
- Assisting the accounting department with clients aged receivables and account reconciliation.
- Delivering professional in-person presentations to clients analyzing their insurance programs and risk management needs.
This role is about understanding risk making decisions and communicating those decisions clearly
Technical Expectation
Technical Expectation
- Solid foundation in commercial lines insurance and account management
- Preferably holds a CPCU CIC ARM or other
- Preferably a business degree (finance accounting economics statistics etc.) from an accredited college
- Ability to evaluate coverage and identify
- Comfortably advising clients directly
- Strong written and verbal communication skills
- Able to think through scenarios and connect information quickly
- Comfortable working with current systems and learning new tools as needed