Commercial Account Manager P&C

4 weeks ago


Lake Forest, California, United States TGG Accounting Full time
Commercial Account Manager
Lake Forest, CA (Hybrid: In-office Mondays & Wednesdays)

Company Overview:
We are a well-established, family-owned insurance agency specializing in commercial insurance solutions.

Position Overview:
We are seeking a detail-oriented and experienced Commercial Account Manager. This role will manage a $3 million book of business, ensuring seamless client service while supporting new business development. The ideal candidate will have extensive experience in commercial insurance, strong proficiency in AMS 360/Vertafore, and an active P&C insurance license in California.

Key Responsibilities:
  • Account Management: Oversee a diverse portfolio, including liquor stores, retail businesses, street sweepers, pavement maintenance contractors, and more.
  • Client & Broker Communications: Act as a liaison between agents, underwriters, internal teams, and clients to facilitate smooth information flow.
  • Policy Accuracy & Compliance: Ensure accuracy in coverage, commission, premiums, and attachments, initiating necessary corrections.
  • Renewal Coordination: Proactively manage account renewals and provide quotations and binders for new business, renewals, and endorsements.
  • Certificates & Claims Processing: Manage certificate issuance and respond to broker, client, and underwriter queries, ensuring prompt resolution.
  • Billing & Collections: Review client accounting history, address discrepancies, and manage receivable collections.
  • Data Management: Maintain complete and accurate records within AMS 360/Vertafore, ensuring compliance with agency management system standards.
  • Business Development Support: Assist in identifying and cultivating new business opportunities for both existing and potential clients.
  • Claims Handling: Receive and process claims, forwarding them to carriers as needed.
Required Qualifications:
  • Minimum 5+ years of experience in commercial insurance account management.
  • Proficiency in AMS 360/Vertafore
  • Active Property & Casualty (P&C) insurance license in California.
  • Ability to effectively manage a $3 million+ book of business.
  • Strong attention to detail and excellent organizational skills.
  • Exceptional communication and problem-solving abilities.
Work Schedule & Location:
  • Monday to Friday, 8:00 AM - 4:30 PM.
  • Hybrid work environment - in-office on Mondays and Wednesdays.


  • Lake Forest, California, United States W3Global Inc. Full time

    Job Description Job Description Commercial Lines Account ManagerLocation: Forest Lake, MN (Hybrid - Some Work-from-Home Flexibility)Salary: $50,000 - $80,000 (Based on Experience)About the Company:Our client is a well-established insurance agency that partners with over 70 providers to offer tailored solutions in Auto, Home, Business, Life, and Health...


  • Lake Elsinore, California, United States AutoZone Full time

    About the Role:As a Commercial Sales Manager at AutoZone, you will be responsible for cultivating and maintaining relationships with commercial customers, driving sales growth, and delivering exceptional customer experiences.Your key objectives will include:Achieving sales targets by effectively managing and growing commercial salesDeveloping new business...


  • Lake Forest, California, United States Motion Recruitment Full time

    About the PositionMotion Recruitment Partners is seeking a highly skilled Senior Software Developer for Medical Devices to join their team in Lake Forest, California.This contract-to-hire position requires a strong background in C/C++, RTOS, chip design, and microcontrollers, with expertise in object-oriented design patterns, multithreaded applications, and...


  • Lake Forest, California, United States Rainbow International Full time

    Commercial Sales Manager Rainbow International Restoration, Orange County Established in 1981, Rainbow International offers residential and commercial restoration services through over 400 locations worldwide. We are on a mission to improve the lives of not only our customers, but also our employee family members. Rainbow International Restoration...


  • Lake Forest, California, United States Blue Star Partners, LLC Full time

    About the TeamOur team is dedicated to delivering exceptional results through effective contract management. We are seeking a highly skilled Business Agreement Manager to join our team, focusing on enterprise contract coordination and management.ResponsibilitiesDevelop and implement contract implementation strategies, ensuring seamless execution across...


  • Lake Forest, California, United States Institute of Inspection Cleaning and Restoration Certification Full time

    We are a dynamic team at Rainbow International Restoration, dedicated to helping families recover from disasters by restoring their damaged homes. Our franchisees are seeking qualified individuals who share our passion and values.Job Description:The Commercial Sales Manager will be responsible for establishing relationships with commercial property owners...


  • Lake Forest, California, United States Institute of Inspection Cleaning and Restoration Certification Full time

    Commercial Sales ManagerRainbow International Restoration, Orange CountyEstablished in 1981, Rainbow International offers residential and commercial restoration services through over 400 locations worldwide. We are on a mission to improve the lives of not only our customers, but also our employee family members. Rainbow International Restoration hires people...


  • Lake Forest, California, United States Rainbow Restoration SPV LLC Full time

    Commercial Sales ManagerRainbow International Restoration, Orange CountyEstablished in 1981, Rainbow International offers residential and commercial restoration services through over 400 locations worldwide. We are on a mission to improve the lives of not only our customers, but also our employee family members. Rainbow International Restoration hires people...


  • Lake Forest, California, United States Blue Star Partners, LLC Full time

    About the RoleAs a key member of our team, you will be responsible for ensuring seamless contract implementation across various accounts. This includes coordinating with internal teams to translate contract terms into actionable items, managing contract lifecycle activities, and providing expertise on contract-related topics.Key ResponsibilitiesManage...


  • Lake Forest, California, United States The Jonus Group Full time

    Job Description Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines CSR to join their team. Benefits Competitive salary: $50-65K Comprehensive benefits package Professional development opportunities and training. Supportive and inclusive work environment. Qualifications High school diploma or equivalent P&C...


  • Lake Forest, California, United States Securian Financial Group Full time

    Securian Financial Group is seeking a highly skilled and experienced individual to join our team as a Commercial Insurance Underwriter. In this critical role, you will be responsible for evaluating risk and financial returns, and working collaboratively with other teams within the organization to ensure that underwriting decisions align with our company's...


  • Lake Forest, California, United States Institute of Inspection Cleaning and Restoration Certification Full time

    About Us:Rainbow International Restoration is a leading provider of disaster recovery and restoration services. We have been serving communities for over 40 years and have established a reputation for excellence and professionalism.Job Summary:We are seeking an experienced Commercial Sales Manager to join our team. The successful candidate will be...


  • Lake Forest, California, United States Rainbow International Full time

    Specific Responsibilities: Achieving revenue and margin goals Ability to reach decision-makers and intensely focus on turning leads into accounts and sales Identifying and calling on potential new customers Efficiently and accurately estimating the costs of a potential project Creating value propositions that meet the customer's needs Developing...

  • Senior Tax Accountant

    3 weeks ago


    Lake Forest, California, United States Toshiba America Business Solutions Full time

    Senior Tax Accountant - Indirect Taxes Salary Range: $80,000.00 to $94,000.00 depending on experience. Toshiba America Business Solutions, Inc. (TABS) has an exciting Senior Tax Accountant - Indirect Taxes opportunity at our Lake Forest, CA headquarters. Join Toshiba a global industry leader in digital displays, document security and software solutions. We...

  • Commercial Counsel

    1 week ago


    Lake Forest, California, United States STAAR Surgical Full time

    MAIN JOB RESPONSIBILITIES / COMPETENCIES The incumbent is a smart and practical lawyer who is part of the legal team as the commercial counsel. The role will support STAAR's day-to-day commercial contracting efforts, including drafting and negotiating customer, vendor, and physician consulting agreements, and contribute to the overall success of the legal...


  • Lake Forest, California, United States Rainbow Restoration SPV LLC Full time

    Commercial Sales RepresentativeRainbow International Restoration, Orange County CAEstablished in 1981, Rainbow International offers residential and commercial restoration services through over 400 locations worldwide. We are on a mission to improve the lives of not only our customers, but also our employee family members. Rainbow International Restoration...


  • Lake Forest, California, United States Rainbow Restoration SPV LLC Full time

    Commercial Sales RepresentativeRainbow International Restoration,Orange County CAEstablished in 1981, Rainbow International offers residential and commercial restoration services through over 400 locations worldwide. We are on a mission to improve the lives of not only our customers, but also our employee family members. Rainbow International Restoration...


  • Lake Forest, California, United States Turtle Rock Studios Full time

    Welcome to Turtle Rock StudiosWe're a dynamic game development team dedicated to crafting immersive experiences. With a strong focus on collaboration and creative freedom, we empower our team members to grow and contribute. Based in Orange County, CA, we offer flexible work arrangements to suit your lifestyle.As a Senior Engine Programmer, you'll play a...


  • Lake Forest, California, United States Higher Ground Education Full time

    Overview The Accounting Manager role is a key role for our growing Accounting Operations Team. As part of Accounting Operation, the role supports the company's day-to-day operations and accounting needs. The Accounting Manager will be responsible for managing and leading the Accounts Payable (A/P) and Credit Card team, currently 5 team members. Higher...

  • Senior Accountant

    21 hours ago


    Lake Forest, California, United States The LaSalle Group Full time

    Are you an experienced accountant ready to take on a pivotal role in a growing manufacturing company? Our client in Lake Forest, IL, is looking for a dedicatedSenior Accountantto join their team in a fullyonsite capacity. This is a great opportunity to be a part of a leading organization in the manufacturing sector, working closely with finance leadership to...