Commercial Account Manager
Listed on 2026-02-28
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Insurance
Insurance Sales -
Sales
Insurance Sales
Capital Providers Insurance Services, Inc., established in 2005, is a full-service insurance brokerage firm based in Southern California. Recognized as one of the fastest-growing insurance providers in the region, the company is known for its robust relationships with direct underwriters and insurance carriers, as well as its commitment to high-quality client service. Capital Providers Insurance Services takes a client-focused approach, achieving a 93% retention rate by offering customized insurance policies that meet unique business needs while optimizing costs.
Many new clients are referred by existing loyal customers as a testament to the company's reputation.
Role Description
This is a full-time, on-site Commercial Account Manager role based in Los Angeles, CA. The Commercial Account Manager will be responsible for managing client accounts, providing exceptional customer service, maintaining strong professional relationships with clients and insurance providers, and assisting with sales initiatives. Key daily tasks include overseeing policy renewals, addressing client inquiries, reviewing and updating insurance coverage, and ensuring the highest level of satisfaction for all clients.
Qualifications
- Experience in Account Management and Customer Service with a focus on maintaining and developing long-term client relationships.
- Knowledge of Insurance policies, coverage options, and compliance requirements in the commercial insurance sector.
- Strong Communication and interpersonal skills, with the ability to clearly articulate ideas and build trust with clients and team members.
- Sales skills to identify client needs, offer tailored insurance solutions, and meet company sales goals.
- Organizational skills and attention to detail to effectively manage multiple accounts and deadlines.
- Proficiency in relevant software and tools for account and policy management.
- Bachelor's degree in Business, Finance, or a related field is preferred, but equivalent work experience will be considered.
- Experience in the insurance industry, particularly in commercial or business policies, is a plus.
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