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Commercial Account Manager P&C

TGG Accounting
Forest, CA Full Time
POSTED ON 2/28/2025 CLOSED ON 4/24/2025

What are the responsibilities and job description for the Commercial Account Manager P&C position at TGG Accounting?

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.

 

 

Salary : $70,000 - $90,000

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