Commercial Lines Insurance Account Manager
Job Description
Job Description
Join a well-established insurance agency serving the Vallejo community for over 30 years!
Vallejo Insurance Associates is seeking an experienced Licensed Commercial Lines Insurance Account Manager to join our growing team. This role is ideal for someone with prior insurance experience who is comfortable servicing commercial accounts, processing policy changes, and building lasting client relationships.
As a key member of our team, you'll work closely with our established commercial client base, providing exceptional service while helping businesses protect what matters most. We value professionalism, teamwork, and a commitment to delivering an outstanding client experience.
Compensation is based on experience and includes a competitive base salary, incentive pay on new and renewal policies, and semiannual bonus opportunities.
If you're a licensed insurance professional looking for a long-term opportunity with a respected local agency, apply today!
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Health Insurance
Life Insurance
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Casual Fridays
Great Christmas Parties
Paid Holidays
Paid Sick Leave
Continuing Education & Professional Development Opportunities
Incentive Pay on New & Renewal Policies
Semiannual Bonus Opportunities
34 Hour Work Week
Early Finish Fridays (4:00 PM)
Responsibilities
You'll play a key role in servicing our commercial insurance clients and providing exceptional support throughout the life of their policies.
- Serve as the primary point of contact for commercial lines clients, delivering prompt, professional service.
- Process policy changes, endorsements, renewals, and other policy servicing requests.
- Prepare certificates of insurance (COIs), quotes, and other policy-related documentation.
- Assist clients with coverage questions, billing inquiries, and day-to-day account servicing.
- Communicate with insurance carriers and team members to ensure timely, accurate service.
- Maintain accurate client records and support long-term client retention through exceptional service.
Requirements
- An active California Property & Casualty License is required
- Prior insurance agency experience is required (personal or commercial lines)
- Excellent customer service, communication, and relationship-building skills
- Strong attention to detail with the ability to prioritize and manage multiple tasks
- Experience using Microsoft Office and agency management systems (Applied Epic or similar software is a plus)
- Eagerness to learn commercial insurance products, coverages, and agency procedures