5-10

Commercial Lines Insurance Account Manager

3/5/2026

The Account Manager will engage with commercial and business clients to ascertain their insurance requirements, focusing on relationship building to ensure maximum client retention and generation. Duties include overseeing client business, managing policy changes and claims, marketing new offerings, and collaborating with underwriters.

Salary

85000 - 125000 USD

Working Hours

40 hours/week

Company Size

2-10 employees

Language

English

Visa Sponsorship

About The Company

As a locally owned and operated insurance agency in San Dimas, California, Bethany Insurance Agency is committed to providing quality insurance products for individuals and businesses. We combine our strong insurance background and product knowledge to assist both current and future clients manage and plan for all types of potential risk. Our team of knowledgeable insurance professionals is experienced in creating personal and commercial insurance policies designed to fit your needs. With Bethany Insurance Agency, our friendly staff will work with you on a one-on-one basis to develop not only the perfect policy, but a lasting relationship. When you work with Bethany Insurance Agency, you’ll experience the quality service and attention to detail that you can only find with an independent insurance agency.

About the Role

Description

Pay Range: $85K - $125K per year plus bonus and commission opportunity

Job Summary:

The Commercial Lines Insurance Account Manager will work with commercial and business clients to determine their insurance needs. This is a relationship-focused position, meaning he/she must have superb communication and interpersonal skills, in addition to valid state licensure and a minimum of five years of experience in the insurance industry.

Work Schedule:

- 100% onsite for the first 90 days, hybrid schedule after 90 days.

- Monday through Friday, 8:30 am - 5:30 pm

- Hybrid schedule: Mondays, Wednesdays, and Thursdays on site; Tuesdays & Fridays remote

Responsibilities and Duties:

- Help clients understand and determine their individual commercial line service needs

- Oversee and manage client business, including policy changes, applications, and claims

- Ensure maximum client retention and generation through relationship-building

- Market new service offerings

- Thoroughly researching and analyzing insurance policies

- Arranging insurance policies in an understandable fashion

- Working with Underwriters to adopt policies

- Assisting clients in filing claims and throughout the claim process

- Promoting new insurance policies to existing customers

- Participating in continuing education programs in insurance

- Maintaining a good relationship with business partners

Requirements

- Five years experience in the insurance industry, especially within commercial insurance or property & casualty insurance

- Account management experience preferred

- Valid state Property and Casualty License

- Excellent communication and interpersonal skills

- Excellent customer service skills

- Thorough and keen attention to detail

- Ability to remain calm under pressure and deal with a large workload

- Ability to use the software utilized within the company

Employee Benefits:

Generous Time Off (Paid Holidays, Vacation, Sick, etc.)
Safe Harbor 401K Plan
Medical, Dental, and Vision plans with high employer contribution
Casual work environment

Key Skills

CommunicationInterpersonal SkillsClient Relationship ManagementPolicy ChangesClaims ManagementClient RetentionMarket ResearchPolicy AnalysisUnderwriting CollaborationCustomer ServiceAttention To DetailPressure ManagementWorkload Management