Senior Commercial Lines Account Manager; Real Estate & Development Focus

What You’ll Do:

• Manage a focused book of 10–20 middle to large market accounts
  , totaling $1M–$1.5M in revenue

• Oversee client portfolios with $750K–$1M average premium per account

• Lead renewals, coverage reviews, and client communications for high-complexity, low-volume books

• Serve as a technical resource and strategic partner to both clients and producers

• Navigate complex accounts within real estate, construction, and related sectors

• Use Applied EPIC or similar agency systems to maintain accurate documentation

• Hybrid schedule
  : 2 anchor days (Tuesday and Thursday) in the Walnut Creek office, with flexibility and 3 remote days

• Culture that prioritizes development, mentorship, and long-term growth

• Part of a respected brokerage group with about 50 employees and a long-standing client base

• Structured onboarding with clear expectations and room to grow

• 7–10+ years of Commercial Lines account management experience, ideally with real estate and development clients

• Experience handling mid-to-large premium accounts
  , not small business or high-volume renewal work

• Strong attention to detail, client-facing professionalism, and ability to manage complex risk profiles

• Background from larger brokerages welcome, but open to professionals from smaller firms with the right skill set

• P&C license not required
  , but bonus is provided if already held

• Bachelor's degree not required; assessments and interviews will be part of the evaluation process

If you're looking to join a team that values experience, client depth, and professional growth over volume, this may be the right step forward.