Senior Commercial Lines Account Manager

Location: Orange, CA

Work Arrangement: On-Site

Schedule: Monday-Friday

Employment Type: Full-Time | W-2

Position Overview

Are you looking for more than a traditional account management role? Do you want an opportunity to be recognized, valued, and developed into an elite insurance advisor? We are seeking an experienced Senior Commercial Lines Account Manager to join a collaborative, high-performing team in Orange, California.

This role sits at the intersection of commercial client relationship management and strategic risk analysis. You will manage existing commercial client accounts from end to end while helping clients understand their business risks, identify coverage gaps, and make informed insurance decisions. This is an excellent opportunity for someone who enjoys analyzing complex situations, solving problems, evaluating risk, and providing strategic advice rather than simply processing administrative tasks.

Key Responsibilities

• Manage a portfolio of commercial insurance client accounts from start to finish.

• Build and maintain strong relationships with existing commercial clients.

• Review commercial insurance policies and identify potential coverage gaps or misalignments.

• Analyze client business risks and provide recommendations for appropriate insurance coverage.

• Advise clients directly regarding risk exposure and insurance solutions.

• Clearly communicate recommendations and insurance concepts through both written and verbal communication.

• Support Producers while continuing to develop the ability to independently manage client relationships.

• Evaluate real-world client scenarios and determine the most appropriate course of action.

• Collaborate closely with other Account Managers and internal team members to develop effective client solutions.

• Participate in ongoing professional training and development.

• Continuously strengthen knowledge of commercial insurance, risk management, and coverage analysis.

Required Qualifications

Experience

• Approximately 10+ years of professional work experience preferred.

• Strong experience in Commercial Lines Account Management or a closely related commercial insurance role.

• Solid understanding of commercial insurance products, policies, and coverage.

• Demonstrated ability to manage commercial client accounts independently.

Professional Designations

Holds, or in process, a CPCU, CIC, ARM or other

Education

Bachelor's degree preferred in Business, Finance, Accounting, Economics, Statistics, or a related field from an accredited college or university.

Core Requirements & Skills

The ideal candidate must have the ability to:

• Analyze business risks and evaluate insurance coverage.

• Identify potential coverage gaps and exposures.

• Provide knowledgeable and confident advice directly to commercial clients.

• Understand and clearly explain complex insurance concepts.

• Think critically through different client scenarios and make sound recommendations.

• Connect information quickly and solve complex problems.

• Communicate effectively through strong written and verbal communication.

• Maintain strong attention to detail while managing multiple client accounts.

• Work effectively in a collaborative, in-office team environment.

• Utilize current insurance systems and quickly learn new technology and tools.

Ideal Candidate Profile

We are looking for someone who:

• Is intellectually curious and enjoys deep-diving into complex client situations.

• Has a strong interest in risk management and strategic insurance advisory work.

• Goes beyond traditional transactional account management.

• Enjoys solving problems and determining the best outcome for clients.

• Is comfortable making recommendations based on professional judgment and analysis.

• Is eager to learn, grow, and develop into a higher-level insurance advisor.

• Works well within a small, collaborative, and team-oriented environment.

What matters most is how you think, how you learn, and how effectively you apply your commercial insurance knowledge to solve client problems.

Compensation & Benefits

• Base Salary

• Commission and Bonus Opportunities

• Paid Time Off (PTO)

• Health Insurance

• Dental Insurance

• Vision Insurance

• Life Insurance

• 401(k) Retirement Plan with Employer Match

• Ongoing Professional Development

• Performance-Based Rewards

Why Join Us?

This is an opportunity to take your commercial insurance career beyond traditional account management. You will work closely with experienced professionals, participate in meaningful risk discussions, and develop the expertise needed to become a highly skilled and trusted insurance advisor. If you are an experienced Commercial Lines Account Manager who enjoys analyzing risk, advising clients, and solving complex problems, we encourage you to apply.