Commercial Lines Account Manager (exempt, hybrid in Roseville, CA)

Panorama Insurance Associates, Inc. is a leading force in the insurance industry, combining the trusted relationships and reputation of the past with the innovation and technology of the future. We provide transformative solutions that empower agents, clients, and carriers to thrive in a rapidly changing marketplace. Guided by an inclusive and collaborative approach, we are committed to being the premier partner for building and growing business across the industry. At our core, we invest in people- fostering careers in a supportive environment built on respect, growth, and shared success.

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.

This is a hybrid position out of Roseville, CA.

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

Physical Requirements

Commercial Lines Insurance Account Manager Benefits

The pay range for this role is :

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

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