Join an Independent Agency that is dedicated to REMAINING Independent!
We continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services
- Central Coast Best Places to Work by Pacific Coast Business Times (2018-2026)
- Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
- Best Agencies to Work for by Insurance Journal (2017-2019, 2021, 2024)
- NU Agency of the Year by National Underwriters and PropertyCasualty360 (2018)
- Big “I” Best Practices Agency by Independent Insurance Agents & Brokers of America (2016-2024)
- Top 100 P&C Agencies (Insurance Journal)
- MVP Account Managers (Insurance Journal)
- Top P&C Agent of the Year (Insurance Journal)
About the Role:
The Account Manager Supervisor will lead and develop a team of Commercial Lines Account Managers while also managing an assigned book of business. This role combines advanced Commercial Lines expertise with people leadership. You will serve as a technical resource, coach, and mentor to team members!
How You will be Compensated:
- $100,000-$130,000/year Depending on Experience
- Medical, Dental, Vision Insurance plans. We cover 98% of the premiums for most individual plans
- Free Employee Assistance Program
- Paid Holidays, Paid Sick Time, and Flexible Vacation Time
- Paid Parental Benefits
- Disability and Life Insurance
- 401(k) with 50% match
- Flexible Spending Plan (FSA) and Health Savings Account (HSA)
What You will Do:
- Leadership
- Oversee the day-to-day performance of an Account Management team: managing work assignments and evaluations.
- Provide ongoing coaching, training, performance feedback, and professional development to support employee growth and engagement.
- Monitor team workflows, identify inefficiencies, and contribute to the development and implementation of recommended process improvements.
- Field and resolve escalated or complex service requests from clients, carriers, and supervised staff.
- Support and participate in hiring and termination decisions for supervised staff.
- Assist with special projects, reporting, and strategic initiatives.
- Managing a Book of Business
- Deliver quality service to clients, carriers, and peers through friendly, timely, and clear communication that manages expectations and builds relationships.
- Apply insurance knowledge, solve problems, and analyze coverages to ensure client needs are met.
- Maintain well-documented, organized client files.
- Stay current on market trends, industry standards, and company information.
Who You Are:
- You are a problem solver who likes to see the big picture.
- You excel using detail-oriented analytical skills and innate critical thinking.
- You are flexible; recognizing urgent needs and adapting to changing priorities.
- You thrive while mentoring others, taking pride in nurturing growth and developing others.
- You have a passion for serving clients and servicing their commercial insurance needs.
Qualifications:
- 5+ years of Commercial Lines Account Management experience
- Active Property & Casualty License
- Advanced working knowledge of Commercial Lines insurance coverages and agency operations
- Proficiency with Microsoft Office and Applied Epic
- Preferred Qualifications
- College Degree
- AINS, AFIS, CRIS, CIC or other industry designation
- Experience servicing commercial accounts in California
- Experience mentoring, training, or leading service team members
