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Commercial Lines Insurance Account Manager

Bethany Insurance Agency
San Dimas, CA Full Time
POSTED ON 4/2/2026
AVAILABLE BEFORE 9/28/2026

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

Job Summary:

Commercial Lines Insurance Account Manager will work with commercial 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.

Responsibilities and Duties:

- Help clients understand and determine their individual commercial insurance 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 adapt policies

- Assisting clients in filing claims and throughout the claims process

- Promoting new insurance policies to existing customers

- Participating in continuing education programs in insurance

- Maintaining a good relationship with business partners

Qualifications and Skills:

- 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

- Assisting colleagues

Job Type: Full-time

Pay: $85,000.00 - $125,000.00 per year

Benefits:


  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance


Supplemental Pay:


  • Bonus opportunities
  • Commission pay


License/Certification:


  • California P&C License (Required)


Ability to Commute:


  • San Dimas, CA 91773 (Required)


Work Location: In person

Salary : $85,000 - $125,000

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