Job Details

A growing insurance brokerage is seeking a Senior Commercial Lines Account Manager to join its high-performing Commercial Lines team. This role is ideal for someone who thrives on managing complex accounts in real estate, development, and related industries. This is not a sales role—it's a high-touch service and strategy position focused on long-term client relationships.

What You'll Do:

• Manage a focused book of 10–20 middle to large market accounts, totaling $1M–$1.5M in revenue
• Oversee client portfolios with $750K–$1M average premium per account
• Lead renewals, coverage reviews, and client communications for high-complexity, low-volume books
• Serve as a technical resource and strategic partner to both clients and producers
• Navigate complex accounts within real estate, construction, and related sectors
• Use Applied EPIC or similar agency systems to maintain accurate documentation

Work Environment:

• Hybrid schedule

  2 anchor days (Tuesday and Thursday) in the Walnut Creek office, with flexibility and 3 remote days

  
  

• Culture that prioritizes development, mentorship, and long-term growth
• Part of a respected brokerage group with about 50 employees and a long-standing client base
• Structured onboarding with clear expectations and room to grow

What You Bring:

• 7–10+ years of Commercial Lines account management experience, ideally with real estate and development clients
• Experience handling mid-to-large premium accounts, not small business or high-volume renewal work
• Strong attention to detail, client-facing professionalism, and ability to manage complex risk profiles
• Background from larger brokerages welcome, but open to professionals from smaller firms with the right skill set
• P&C license not required, but bonus is provided if already held
• Bachelor's degree not required; assessments and interviews will be part of the evaluation process

If you're looking to join a team that values experience, client depth, and professional growth over volume, this may be the right step forward.