Commercial Lines Account Manager

About Us

We are a full-service, all-inclusive insurance brokerage firm, established in 2005 and recognized as one of the fastest-growing insurance providers in Southern California. Specializing exclusively in commercial lines, a significant portion of our business is dedicated to serving artisan contractors such as electricians, plumbers, and roofers. We actively manage both OTC and Workers’ Compensation coverage, with average account sizes around $30,000—ranging from $1,000 to $100,000.

Our office environment is fast-paced yet relaxed and supportive. We value autonomy, avoid micromanagement, and enjoy celebrating milestones together. With a team of 42 employees in-office and about 20 remote staff, we foster a culture of collaboration, accountability, and recognition.

• Manage and service a book of commercial lines clients, handling $3M–$5M in premium

• Maintain high-touch communication with clients and carriers

• Process renewals, endorsements, certificates, and audits

• Collaborate with producers and internal team members to ensure seamless client service

• Identify and initiate cross-sell opportunities

• Minimum of 3 years of experience in Commercial Lines Account Management

• California Property & Casualty license required

• Experience working with artisan contractors (electricians, plumbers, roofers, etc.)

• Strong knowledge of Workers’ Compensation policies is highly preferred

• Must have experience in a retail, independent insurance agency

• Ability to manage a book of business of at least $3M+ in premium

• Proficient in client service, detail-oriented, and highly organized

• Must be ready to work on-site and contribute to a collaborative team environment

• Base salary: $80,000 – $115,000 (with flexibility to go higher for the right candidate)

• Additional compensation for initiating successful cross-sell opportunities

• Health, dental, vision, and life insurance

• 401(k) with 3% employer match

• Paid time off (PTO)

• Broker fee bonus program