Commercial Lines Account Manager

Orange, CA

We are an established commercial insurance brokerage, currently seeking articulate, organized and enthusiastic individuals to join our team. Customer Service Representatives provide administrative support within a team environment. This position offers an opportunity to grow and develop knowledge, skills and abilities, through a combination of educational programs and experiential (on-the-job) training. If you currently hold a valid Property & Casualty Insurance license in your home state and you are dependable, accurate, friendly and career-focused, we encourage you to apply for employment with us!

DUTIES AND RESPONSIBILITIES

Electronically attach documents Review policy documents Prepare written correspondence Process endorsements, cancelations, audits, invoices, MVR's and ID cards Update client account information Post and maintain activities for timely follow up, using a diary system Maintain electronic files in an orderly, up-to-date manner Maintain regular, pro-active communication with service team members Actively participate in completing projects Assume other job responsibilities as assigned

QUALIFICATIONS

Must have valid state-issued Insurance license; Possess organizational skills to prioritize workflows in a timely, and accurate manner; Effective communication skills, using English language, in written, oral or schedule form; Ability to apply the concepts of basic accounting, calculate figures and amounts involving decimals such as fractions, pro-rata and percentages; Ability to solve practical problems and deal with a variety of concrete variables; Computer literate - Proficient use of Windows systems, Microsoft Office software (including Word, Excel, Outlook), database programs and general office equipment; Type 45-50 wpm; Ability to develop and maintain effective, professional relationships with co-workers, carriers, vendors and other business contacts; Professional work ethic Qualified Candidates should submit a resume for consideration. We are an Equal Opportunity Employer. No recruiters, please.

Posted 2026-04-08

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