Our client, one of the largest privately held independent insurance brokers in the U.S., is seeking an Account Manager – Commercial Lines in Southern California. This role manages an assigned Generalist and/or Construction book of business, ensuring account retention and supporting new business. This is a hybrid-preferred role in Southern California, with remote available for California residents.
Company Outline
- National firm formed in 1988
- 1,300+ associates
- $300 million+ in annual gross revenue
- 60+ offices across the U.S.
Position
- Manage an assigned book of business, ensuring account retention and supporting new business
- Coordinate day-to-day administrative and customer service activities, resolving complex issues and ensuring no errors or omissions
- Direct the daily activities of the account management team
- Handle customer service requests, policy administration, billing, claims, and coverage analysis
- Manage policy expirations and renewals, including client research, submission preparation, coverage negotiation, and proposal presentation
- Monitor reports and take action on delinquent accounts, collecting outstanding balances
- Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness
- Monitor activity/suspense to ensure timely completion and maintain frequent, transparent communication with the account team on workload and issues
- Deliver excellent service, proactively anticipate client needs, and adopt best practices to improve individual and team performance
Qualifications
- 3–5 years of account management experience, or 5+ years in the insurance industry
- Thorough knowledge of insurance brokerage and client needs
- Active Property & Casualty (P&C) license required; professional designation (CIC or equivalent) preferred
- Strong analytical, problem-solving, and decision-making skills
- Exceptional customer service, communication, multitasking, and organizational skills
- Proficient in MS Office (Outlook, Word, Excel)
- High school diploma (or equivalent)
Compensation: $80,000 – $105,000, based on experience
For additional information contact Kerry O’Donnell, kodonnell@rogangroup.com or call 443-977-1323.
The Rogan Group, Inc. – is an Executive Search firm that specializes in the Insurance, Wealth Management and Legal industries. With our headquarters in Maryland and remote recruiters around the country we are able to conduct projects on a Local, Regional & National basis. Projects come from all areas of the industry, but we do place an emphasis on the Insurance Distribution sector with Production and Management openings being our focus. This work covers both the P&C and L&H sides of the business. To review all of our insurance job openings, please visit our website www.rogangroup.com.