Commercial Account Manager

Account Manager — Personal & Commercial Lines

Lewis Insurance | Tulare, CA (In-Office)

Schedule: 36 hours/week — Mon–Thu 8:00 AM–5:00 PM, Fri 8:00 AM–12:00 PM Compensation: $75,000/year full benefits

About Us

Lewis Insurance is a family-owned independent agency serving the Central Valley of California. We represent a broad portfolio of top-rated carriers and pride ourselves on personalized service, deep community roots, and a team-first culture.

Position Summary

We're looking for an experienced Account Manager to be the operational backbone of our agency. Working alongside our Account Executives (producers/brokers), you'll handle the data entry, policy servicing, documentation, and day-to-day processing that keeps our accounts running smoothly. This role demands precision, speed, and the ability to manage a high volume of concurrent tasks.

Key Responsibilities

• Enter and maintain all policy data in AMS360 — customer records, policy details, billing info, coverages, limits, and deductibles
• Process new business setup: input applications, attach documents, and log activities per agency SOPs
• Execute policy changes, endorsements, and mid-term adjustments with accurate data entry and documentation
• Maintain suspense/follow-up systems to track pending items, outstanding documents, and carrier responses
• Process endorsements, cancellations, reinstatements, non-renewals, and rewrites as directed by the Account Executive
• Issue certificates of insurance (COIs), evidence of insurance (EOIs), auto ID cards, and binders
• Review incoming dec pages, endorsements, and policy documents for accuracy before filing
• Manage incoming mail, carrier notices, and cancellation warnings — route, document, and escalate as needed
• Prepare renewal files: pull expiring policies, gather loss runs, update applications, and assemble submission packets
• Enter renewal quotes and bind orders into AMS360 once directed by the Account Executive
• Process carrier-issued renewals: update policy terms, premiums, taxes & fees, and coverage changes in AMS360
• Attach all documents to the correct customer/policy record using the agency naming convention
• Log detailed activity entries for every transaction, phone call, email, and carrier interaction
• Correspond with carriers and underwriters on routine servicing matters
• Respond to client inquiries on policy status, billing, and documentation — escalating coverage questions to the Account Executive

Qualifications

Required:

• Active California Property & Casualty insurance license
• 3–5 years of experience in an independent P&C agency in a servicing, CSR, or account management role
• Mastery of Vertafore AMS360
• Strong working knowledge of personal and commercial lines coverages, endorsements, forms, and rating
• Exceptional attention to detail and commitment to data accuracy
• Ability to manage high volume with competing deadlines without sacrificing quality
• Professional written and verbal communication skills

Preferred:

• 5 years in an independent agency handling mixed personal and commercial accounts
• Experience with carrier portals (Mercury, Travelers, Hartford, Nationwide, Chubb, Markel, etc.)
• Familiarity with ACORD forms, certificate workflows, and submission preparation
• Bilingual (English/Spanish) is a strong plus
• CISR designation or willingness to pursue within 12 months

Compensation & Benefits

• $75,000 per year
• 36-hour work week — Mon–Thu 8–5, Fri 8–12 (half-day Fridays year-round)
• Medical coverage provided; dental and vision available (employee-paid)
• 401(k) plan
• Generous PTO and paid holidays
• Continuing education support and designation reimbursement

How to Apply

Submit a resume and brief cover letter to Jake@lewis-insurance.com

Lewis Insurance is an Equal Opportunity Employer.

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Work Location: In person

Salary : $60,000 - $75,000