What are the responsibilities and job description for the Senior Commercial Lines Account Manager (Real Estate & Development Focus) position at The Misch Group?
A growing insurance brokerage is seeking a Senior Commercial Lines Account Manager to join its high-performing Commercial Lines team. This role is ideal for someone who thrives on managing complex accounts in real estate, development, and related industries. This is not a sales role—it’s a high-touch service and strategy position focused on long-term client relationships.
What You’ll Do:
Manage a focused book of 10–20 middle to large market accounts, totaling $1M–$1.5M in revenue
Oversee client portfolios with $750K–$1M average premium per account
Lead renewals, coverage reviews, and client communications for high-complexity, low-volume books
Serve as a technical resource and strategic partner to both clients and producers
Navigate complex accounts within real estate, construction, and related sectors
Use Applied EPIC or similar agency systems to maintain accurate documentation
Work Environment:
Hybrid schedule: 2 anchor days (Tuesday and Thursday) in the Walnut Creek office, with flexibility and 3 remote days
Culture that prioritizes development, mentorship, and long-term growth
Part of a respected brokerage group with about 50 employees and a long-standing client base
Structured onboarding with clear expectations and room to grow
What You Bring:
7–10 years of Commercial Lines account management experience, ideally with real estate and development clients
Experience handling mid-to-large premium accounts, not small business or high-volume renewal work
Strong attention to detail, client-facing professionalism, and ability to manage complex risk profiles
Background from larger brokerages welcome, but open to professionals from smaller firms with the right skill set
P&C license not required, but bonus is provided if already held
Bachelor's degree not required; assessments and interviews will be part of the evaluation process
If you're looking to join a team that values experience, client depth, and professional growth over volume, this may be the right step forward.