Account Manager – Commercial Lines

Relation Insurance Services

. Manage overall client relationships by providing strategic advice on coverage, risk management and business needs .

Posted 11/4/2026full-timeSacramento • California • United StatesMid-LevelSenior💰 $53,000 - $101,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and providing strategic insurance advice, with a strong focus on commercial lines of coverage and risk management. Proficient in utilizing technology and innovative solutions to enhance client service and streamline processes.

Highest-signal resume keywords

Property And Casualty LicenseAccount Management ExperienceBilingual (Spanish/English)Advanced Commercial Lines KnowledgeStrong Analytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Risk ManagementInsurance UnderwritingPolicy ReviewClaims CoordinationLoss EvaluationQuotations PreparationBilling CommunicationProcess ImprovementMicrosoft ExcelMicrosoft Word

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationPresentation SkillsClient Relationship ManagementProblem Solving

Tools & Technologies

Microsoft OfficeAI SolutionsInsurance Software Applications

Certifications & Qualifications

Property And Casualty License

Industry Keywords

Commercial Lines CoverageInsurance MarketsInsurance ProductsInsurance ServicesUnderwriting Procedures

About the role

Key responsibilities & impact

Manage overall client relationships by providing strategic advice on coverage, risk management and business needs
Serve as the main point of contact for clients, addressing inquiries and advising on coverage changes and contractual requirements
Educate clients on policy exclusions and exposures
Partner in developing insurance plans tailored to client needs
Act as field underwriter and authorized representative of insurance carriers to assess and bind coverage
Manage renewal remarketing to support high account retention rates
Oversee client proposals, submissions, loss evaluations, risk analyses, quotations and policies
Communicate billing and invoicing options
Prepare insurance summaries, schedules, binders, certificates, policies and endorsements
Assist clients with first reports of claims and coordinate adjusters or claims-team visits
Facilitate prompt carrier responses to expedite claim settlements
Conduct policy reviews during renewals and audits, verify accuracy and execute corrections
Communicate significant audit discrepancies and determine further action
Review cancellation requests and attempt to retain client accounts
Stay informed about industry developments, products, legislation, coverage options and technology
Recommend process improvements
Identify and resolve complex client service issues
Adopt proprietary AI solutions and other innovative technology in the service process
Perform other assigned projects, duties and tasks

Requirements

What you’ll need

A Property and Casualty License from state of domicile is required and must be maintained
High school diploma or equivalent required
Four-year degree preferred
Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage is required
Bilingual (Spanish/English) a plus or a must in some locations
Strong analytical and mathematical skills
Strong PowerPoint and presentation skills for in-person and teleconference/webinar sessions
In-depth understanding of advanced commercial lines of coverage
Excellent written and verbal communications skills
Proficient in Microsoft Office, primarily Excel and Word
Computer literacy and ability to learn new software applications
Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
Valid driver’s license
Ability to travel to client sites
Reliable source of transportation

Benefits

Comp & perks

Competitive pay
Family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays
Career advancement and development opportunities
Discretionary annual incentive program, subject to program rules and individual and organizational performance