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Commercial Lines Account Manager (exempt)
Commercial Lines Account Manager (exempt)Panorama Insurance Group • Roseville, CA, US
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Commercial Lines Account Manager (exempt)

Commercial Lines Account Manager (exempt)

Panorama Insurance Group • Roseville, CA, US
9 days ago
Job type
  • Full-time
Job description

Job Summary

The Commercial Lines Account Manager is responsible for building strong client relationships and delivering exceptional service while managing a diverse middle-market book of business. This role oversees full-cycle account management, including renewals, endorsements, billing, claims, certificates of insurance, and daily servicing. The ideal candidate has a solid understanding of commercial P&C insurance, follows structured processes with accuracy, communicates effectively, and identifies cross-selling opportunities to grow client accounts.

Duties / Responsibilities

  • Manage and service a mix of small and middle-market commercial lines book of business, ensuring client retention and satisfaction.
  • Handle all aspects of account management, including new business, renewals, re-marketing, binding, endorsements, claims, certificates, and billing.
  • Develop and maintain strong client relationships through proactive communication and exceptional service.
  • Identify and pursue cross-selling and account rounding opportunities to grow the book of business.
  • Review policies and coverage with clients to ensure adequate protection and make recommendations as needed.
  • Collaborate with producers, underwriters, and carriers to negotiate terms, resolve issues, and secure competitive coverage.
  • Provide timely, accurate responses to client inquiries, including certificates of insurance, policy changes, and claims assistance.
  • Maintain thorough documentation of client interactions, coverage details, and transactions in the agency management system.
  • Ensure compliance with agency procedures, carrier guidelines, and industry regulations.
  • Stay current with market trends, carrier products, and industry best practices to better serve clients.
  • Support teammates by sharing knowledge, collaborating on complex accounts, and contributing to a positive team environment.
  • Other duties as assigned.

Qualifications

  • 5-10 years of P&C Commercial Lines Account Management experience.
  • High School diploma or equivalent required. Associate or Bachelor's Degree is a plus.
  • Experience with an agency management system is required, experience with Applied Epic is preferred.
  • Experience with Epic Manager Renewals and Ascend is preferred.

    • Physical Requirements

  • Prolonged periods of sitting or standing to perform computer-based tasks.
  • Occasionally lifting or carrying items up to 10 pounds.

    • Commercial Lines Insurance Account Manager Benefits

  • Medical : Offering a HSA, PPO, EPO with a base plan covered at 95% by the employer
  • Dental : PPO plans with an option for no employee premium cost
  • Vision : PPO plan with no employee cost
  • FSA Account : Available for Medical and Dependent Care
  • HSA Account : Panorama contributes $1000 annually to qualified accounts
  • Commuter Benefits : Up to $600 per month contribution
  • Long-Term & Short-Term Disability : At no cost to the employee
  • Life and AD&D : At no cost to the employee and Voluntary Life is also available
  • Supplemental Plans : Offering a Critical illness and Hospital Indemnity Plan
  • Identity Theft : Provided at no cost for employee coverage
  • EAP : At no cost to anyone in the household
  • 401k : With a match of 100% up to 5% of your earnings
  • PTO / FO : Exempt employees utilize Flexible (unlimited) Time Off, Non-exempt employees accrue PTO
  • Paid Holidays : 12 paid holidays annually
  • Flexible Work Options : Remote, hybrid and in-office possibilities
  • Professional Development, licensing / accreditation, and growth plans

    • The pay range for this role is :

    70,000 - 90,000 USD per year (Roseville Office)

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    Commercial Lines Account Manager • Roseville, CA, US