Job Description
We are looking for a client-focused Account Manager to support commercial insurance accounts in Stockton, California. This permanent opportunity is a Contract position with potential for permanent placement and is ideal for someone who brings insurance knowledge, strong relationship-building skills, and a proactive approach to service. The person in this role will work closely with clients, carrier partners, and internal colleagues to keep accounts organized, responsive, and moving forward efficiently.
Responsibilities:
• Oversee a book of commercial insurance business and serve as a primary point of contact for client account needs.
• Guide clients through renewals, coverage updates, endorsements, and certificate requests with accuracy and urgency.
• Address incoming questions promptly, provide clear follow-up, and deliver dependable day-to-day account support.
• Partner with insurance carriers and internal team members to resolve service issues and support policy-related activity.
• Keep client files and policy documentation current, complete, and well organized within internal systems.
• Track policy timelines and upcoming expiration dates to help ensure a smooth and timely renewal cycle.
• Build lasting client relationships by delivering attentive service and understanding each client’s business needs.
• Contribute to administrative and account coordination tasks as needed to support overall team operations.• Prior experience in account management or within the insurance industry is required.
• Background in Life and/or Health insurance is required.
• Exposure to commercial insurance accounts is strongly preferred.
• A Property & Casualty license is preferred.
• Strong verbal and written communication skills with a service-oriented mindset.
• Excellent organizational skills and close attention to detail.
• Ability to balance multiple accounts, deadlines, and shifting priorities in a fast-paced setting.
• Proficiency with Microsoft Office and insurance-related software platforms.
