Account Manager - Hybrid

Account Manager - Hybrid Ladera Ranch, CA Job Details $80,000 - $100,000 a year 22 hours ago Qualifications Managing customer accounts Customer communication Customer relationship building Customer retention Sales Mid-level Client relationship development 3 years Property & Casualty License Data management Property casualty insurance Account management Full Job Description If you're an experienced professional who prefers autonomy, can manage complexity without heavy oversight, and wants a path toward Account Executive, this is a role where your capability directly translates into visibility and advancement. This role sits at the center of client relationships for a growing commercial insurance brokerage preparing to scale significantly over the next few years. You'll take ownership of a solid book, acting as the primary advisor to clients while ensuring service quality, retention, and operational execution stay ahead of growth. This organization operates as a relationship-driven insurance brokerage supporting small to mid-sized businesses across industries such as restaurants, real estate, and construction. The culture is sales-oriented and growth-focused, where high performers are recognized and given room to expand their impact. In this role, you will… Own day-to-day management of a commercial lines book, serving as the primary client contact Lead renewals, billing coordination, and ongoing service requests across multiple accounts Anticipate client needs and proactively guide coverage decisions and policy adjustments Maintain and optimize account data within EPIC and related systems Manage high-volume client communication with urgency and accuracy Support and guide junior team members or assigned support staff Contribute to operational scalability as the firm prepares to double in size What we're looking for 3-5+ years of small-business experience Active Property & Casualty (P&C) license (ENC required) Hands-on experience with EPIC (Applied Systems) Proven ability to manage a book of business independently Strong client-facing experience handling renewals, billing, and service If you're a Commercial Lines professional who can own a book, operate independently, and grow with a firm that's scaling—this is the kind of role where your trajectory accelerates. Let's start a confidential conversation.