Commercial Lines Account Manager-Small Business Unit

We Continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services

• Central Coast Best Places to Work by Pacific Coast Business Times (2018-2024)
• Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
• NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
• Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
• Top 100 P&C Agencies (#100 – 2023, #98 – 2024)
• MVP Account Managers (Insurance Journal)
• Top P&C Agent of the Year (Insurance Journal) 2022
• 50 Fastest Growing Companies by Pacific Coast Business Times (2017 – 2024)
• UBA Advisor Awards (2022 – 2023)
• Diamond Level Family Friendly Workplace by SLO Chamber of Commerce (2022 – 2024)
• Leaders of Influence – Insurance by Orange County Business Journal (2023)

How You will be Compensated:

• $29-$38/hour Depending on Experience
• Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
• Free Employee Assistance Program
• Paid Holidays, Paid Sick Time, and Flexible Vacation Time
• Paid Parental Benefits
• Disability and Life Insurance
• 401(k) with 50% match
• Flexible Spending Plan (FSA) and Health Savings Account (HSA

What you will Do:

• This role will work on site at our Irvine office 3 days a week, allowing for remote work 2 days a week.
• Manage a book of small business accounts with a variety of coverages: GL, Auto, Workers Comp, and Property.
• Analyze coverages associated with client insurance policies to ensure needs are met. Educate clients on their coverages and risks.
• Maintain client files with excellent documentation and organization of data.
• Delegate tasks to assigned assistants & support team, while also managing a steady stream of your own day to day tasks.

Who You Are:

• You appreciate supporting the small business owner.
• You balance warmth with efficiency in your professional communications.
• You enjoy being task-oriented and derive satisfaction from the steady stream of renewal steps
• You are solution oriented, using your strong understanding of coverages to move things along.

Qualifications

• Current Property and Casualty license
• Proficient in Microsoft Office Suite and ability to learn new systems (EPIC)
• Understanding of Independent Agency system and familiarity with Commercial Lines operations
• High School Diploma