Junior Account Manager

New Level Resources, LLC

. Independently service an assigned book of small commercial accounts .

Posted 9/16/2026full-timeCalabasas • California • United StatesJunior💰 $61,000 - $88,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in commercial insurance account servicing, including policy review, client relationship management, and compliance with regulatory requirements. Proficient in analytical problem-solving and effective communication to support client needs and account growth.

Highest-signal resume keywords

Commercial Insurance ExperienceProperty & Casualty Insurance LicenseClient Relationship ManagementPolicy Review and Coverage AnalysisMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial Insurance CoveragesPolicy ReviewCoverage RecommendationsQuote ComparisonAccount ServicingAgency-Billed InvoicingCarrier SubmissionsSupplemental ApplicationsNew Business DocumentationAMS Account Setup

Soft Skills

Verbal CommunicationWritten CommunicationAnalytical SkillsProblem-Solving SkillsCollaboration

Certifications & Qualifications

Active Property & Casualty Insurance LicenseProfessional Insurance Designation Progress

Industry Keywords

Client RetentionAccount Growth InitiativesQuality ControlComplianceRegulatory Requirements

About the role

Key responsibilities & impact

Independently service an assigned book of small commercial accounts
Build and maintain client, carrier, and underwriter relationships
Support renewal planning, retention efforts, and account growth initiatives
Review policies, endorsements, and coverage recommendations for accuracy
Process agency-billed invoicing and related account transactions
Respond to client requests and provide proactive service
Assist clients with policy changes, endorsements, certificates, and coverage questions
Support larger accounts through marketing efforts, submissions, proposal preparation, and day-to-day servicing
Prepare carrier submissions, supplemental applications, and new business documentation
Assist with quote comparison, coverage analysis, and renewal preparations
Support new business efforts through AMS account setup and online rating platforms
Assist Account Managers and Account Executives with proposals, renewals, submissions, solicitations, and marketing efforts
Mentor and assist in developing CSR I and CSR II team members
Support complex account servicing activities and coverage-related questions
Assist with quality control and promote department service standards
Help balance team workload by assisting with priority, escalated, or time-sensitive requests

Requirements

What you’ll need

Bachelor's degree preferred, or an equivalent combination of education and relevant work experience
Active Property & Casualty (P&C) insurance license required
Minimum of four (4) years of commercial insurance experience
Progress toward a professional insurance designation
Strong understanding of commercial insurance coverages and account servicing
Exceptional verbal and written communication abilities
Strong analytical and problem-solving skills
Ability to work independently and collaborate effectively with internal and external stakeholders
Ability to manage multiple projects and meet deadlines in a fast-paced environment
Proficient knowledge of Microsoft Office Suite (Word, Excel, Outlook)
Ability to maintain confidential information and comply with privacy, compliance, and regulatory requirements
Full-time availability, typically Monday through Friday, 8:30 a.m. to 5:30 p.m.
Occasional travel, including quarterly visits to company headquarters in Calabasas, California

Benefits

Comp & perks

Medical, dental, and vision insurance
FSA (traditional & dependent care)
Supplemental insurance options (STD, LTD, Life/AD&D, LTC)
401(k) with Safe Harbor employer contribution
PTO, floating holidays, sick leave, and paid holidays
Paid leave programs (jury duty, parental, volunteer, disability)
Employee Assistance Program & discount programs
Designation course reimbursement
Occasional overtime may be required