What are the responsibilities and job description for the Commercial Lines Account Manager position at CORNERSTONE ASSOCIATES INSURANCE SERVICES, INC.?
Company Description CORNERSTONE ASSOCIATES INSURANCE SERVICES, INC. is an established insurance agency headquartered at 521 Lincoln Blvd in Lincoln, California. The company serves individuals and businesses with a range of insurance solutions, including commercial and personal lines coverage. Team members work closely with local and regional clients, building long-term relationships and providing tailored guidance. Applicants can expect a collaborative environment that values reliability, client service, and professional growth.
Role Description The Commercial Lines Account Manager is a full-time, on-site role based in Lincoln, CA, responsible for managing a portfolio of commercial insurance clients. Day-to-day tasks include handling policy renewals and endorsements, preparing quotes and proposals, and reviewing coverage to ensure that client needs are met. The role involves responding to client inquiries, resolving service issues, processing changes, and coordinating with carriers to obtain timely and accurate information. The Account Manager will collaborate with producers and other team members to support new business, cross-selling opportunities, and retention initiatives, while maintaining accurate documentation and adherence to agency procedures and regulatory requirements.
Qualifications
- Strong knowledge of Commercial Lines Coverage and Insurance products and ability to explain them clearly to clients.
- Proven Account Management skills, including portfolio oversight, renewal coordination, and policy administration.
- Excellent Customer Service capabilities, with a focus on responsiveness, problem-solving, and relationship-building.
- Experience or familiarity with Employee Benefits and related insurance solutions is beneficial.
- Attention to detail, organizational skills, and proficiency with agency management systems and office software.
- Ability to work on-site, collaborate with a team, and manage multiple priorities in a fast-paced environment.
- Relevant insurance licenses (such as Property & Casualty).
- Previous experience in insurance, commercial lines.