Commercial Insurance Account Manager

Job DescriptionJob Description

Crawley Insurance Agency in Fullerton, California, is seeking an experienced individual to join our team as a Full-Time Commercial Insurance Account Manager. You will assist with commercial insurance operations, including customer service, applications, data entry, renewals, and new business submissions. Your role will involve handling incoming calls, gathering key client information, working with underwriting, and completing insurance sales proposals. Were looking for someone who can manage daily referrals and leads, with a strong focus on client satisfaction and retention.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Life Insurance

Paid Time Off (PTO)

Mon-Fri Schedule

Hands on Training

Flexible Schedule

Career Growth Opportunities

Evenings Off

Pay Raise Opportunity

Team Meeting & Mentorship

Paid Sick Leave

Bonus Opportunities

Weekends Off

Paid Holidays

Monthly Team Appreciation Lunches

Professional Fun Environment

Responsibilities

Manage commercial insurance applications, renewals, and policy change requests.

Secure all trailing documents and complete Evidence of Insurance requests.

Foster strong relationships with clients to maintain retention and product loyalty.

Ensure all underwriting, rating, and compliance requirements are met.

Answer clients questions regarding payments and notices.

Process endorsements for clients.

Manage a diverse book of house accounts.

Requirements

Active Property & Casualty Insurance License in good standing.

Experience with commercial insurance, especially Supplemental Applications and ACORD forms.

Strong communication and organizational skills.

Positive attitude, resourcefulness, and a willingness to learn.

Previous sales experience is a plus.