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Account Manager


CA - Laguna Hills

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Account Manager 

General Descriptions

Responsible for the day-to-day account management of less complex commercial property and casualty accounts which includes new and renewal marketing, handling client questions and requests, and coverage review in support of Program Managers and Account Executives.     


Responsible for the retention of assigned client accounts. 

Responsible for marketing, preparing coverage/product recommendations, and discussing renewals with customers.  

Prepare proposals and summaries of insurance, as needed.

Develops and maintains working relationships with customers/prospects.  

Communicates with, services, and provides comprehensive account support to assure customer needs are met.  

Capture, assist, design and manage the service platform.

Handle all aspects of Commercial Lines Property & Casualty Insurance.  Occasional outside service visits, to the client, may be required.

Respond to Underwriters questions in a timely and professional manner.

Adhere to Commercial Lines Best Practices – including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items.

Maintain a high degree of accuracy in agency management and document management systems.

Identify exposure to loss and recommend appropriate coverages.

May provide work direction to less experienced staff.

Perform other job duties as assigned and participate in special projects as required.

Knowledge, Skills and Abilities:

3 years + of insurance experience.  

High school diploma or graduate equivalent degree required. 

Must hold state Property & Casualty insurance license. 

Proficient in MS Office suite of products. 

Experience managing less complex commercial property and casualty accounts.  

Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions.  

Excellent verbal, written, and interpersonal communication skills.  

Solid problem-solving skills.  

Ability to be flexible and adaptable to changing priorities and deadlines.  

Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important.  

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to type, handle, or feel; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

Analysis of Physical Demands:

Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.

Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend. 

Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.

Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/ turning including reaching over shoulder or above head, kneeling or squatting.

Job ID:


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