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Commercial Insurance Account Manager Jobs in San Ramon, CA

Alera Group

Account Manager

Walnut Creek, CA · Hybrid

OVERVIEW Account Manager - Property and Casualty Hybrid | Walnut Creek, California Alera Group is ... Serve as the primary day-to-day contact for a portfolio of commercial insurance clients. * Build ...

Alera Group

Account Manager

Walnut Creek, CA · Hybrid

OVERVIEW Account Manager - Property and Casualty Hybrid | Walnut Creek, California Alera Group is ... Serve as the primary day-to-day contact for a portfolio of commercial insurance clients. * Build ...

Leavitt Group

Commercial Account Manager -Lead

San Jose, CA · On-site

$130K - $160K/yr

Leavitt Pacific Insurance Brokers is seeking a Senior Commercial Account Manager / Team Lead to serve as a technical leader within our Commercial Lines department. This is an excellent opportunity ...

New

APR

Commercial Lines Account Manager

San Jose, CA · On-site

$85K - $100K/yr

TITLE: Commercial Lines Account Manager - Client Service LOCATION: San Jose, CA SALARY: $85,000 ... Issue certificates of insurance as necessary * Initiate renewal meetings and be responsible for ...

Collabera

Account Executive

San Jose, CA · On-site

$90K - $110K/yr

Commercial Account Executive Location: San Jose, CA (Hybrid - 1-2 day onsite) Job Type: Direct Hire ... Manage and retain a commercial insurance book of business valued at over $1 million in annual ...

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All JobsCommercial Insurance Account JobsCommercial Insurance Account Manager JobsCommercial Insurance Account Manager Jobs in San Ramon, CA

Commercial Insurance Account Manager information

See San Ramon, CA salary details

$37.4K

$77.3K

$114K

How much do commercial insurance account manager jobs pay per year?

As of Aug 8, 2026, the average yearly pay for commercial insurance account manager in San Ramon, CA is $77,306.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $90,000.00 per year, depending on experience, location, and employer.

What is a commercial insurance account manager?

Commercial Insurance Account Managers are professionals who serve as the primary point of contact between insurance companies and business clients. They are responsible for managing and servicing commercial insurance accounts, ensuring clients have the appropriate coverage for their business needs, and addressing any questions or concerns related to their policies. Their duties include reviewing and renewing policies, processing claims, and providing risk management advice. They work closely with both clients and underwriters to tailor insurance solutions that protect businesses from various risks.

What are the key skills and qualifications needed to thrive as a commercial insurance account manager?

To excel as a Commercial Insurance Account Manager, you need a thorough understanding of commercial insurance products, risk assessment, policy management, and typically a relevant license such as a Property and Casualty Insurance License. Familiarity with agency management systems like Applied Epic or AMS360, as well as proficiency in CRM and quoting software, is standard. Strong interpersonal, organizational, and problem-solving skills help in building client relationships and efficiently handling complex accounts. These abilities ensure accurate policy servicing, client retention, and effective communication between clients, underwriters, and internal teams.

What is the difference between Commercial Insurance Account Manager vs Commercial Insurance Underwriter?

AspectCommercial Insurance Account ManagerCommercial Insurance Underwriter
CredentialsLicenses, insurance certifications, sales experienceInsurance licenses, underwriting certifications
Work EnvironmentClient-facing, sales, policy managementAnalytical, risk assessment, policy approval
Employer & Industry UsageInsurance agencies, brokerages, carriersInsurance carriers, underwriting firms

While both roles are vital in the insurance industry, a Commercial Insurance Account Manager primarily manages client relationships and policy renewals, focusing on sales and customer service. In contrast, a Commercial Insurance Underwriter evaluates risks and determines policy terms. Understanding these differences helps clients and employers align expectations and career paths effectively.

How does a commercial insurance account manager typically collaborate with underwriters and clients to ensure effective policy management?

Commercial Insurance Account Managers act as a vital link between clients and underwriters. They gather client information, assess risk, and communicate client needs and changes to underwriters to secure appropriate coverage. Frequent coordination is required to address renewal terms, endorsements, or coverage modifications, ensuring policies remain aligned with evolving client requirements. Building strong relationships with both parties helps streamline the process and resolve any issues efficiently, making communication and attention to detail essential skills in this role.
What job categories do people searching Commercial Insurance Account Manager jobs in San Ramon, CA look for? The top searched job categories for Commercial Insurance Account Manager jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Commercial Insurance Account Manager jobs? Cities near San Ramon, CA with the most Commercial Insurance Account Manager job openings:
Commercial Insurance Account Manager jobs near you
Infographic showing various Commercial Insurance Account Manager job openings in San Ramon, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $77,306 per year, or $37.2 per hour.

Commercial Insurance Account Manager (California: Generalist / Manufacturing)

Insurance Office of America

Hayward, CA

$80K - $100K/yr

Full-time

Medical, Retirement

Re-posted 19 days ago

Insurance Office Of America rating

8.8

Company rating: 8.8 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

57th of 303 rated insurance

Job description

Description

Job Description:

Title: Account Manager - Commercial Lines 
Remote: for California residents, Los Angeles County area (strongly preferred)
Supporting: Los Angeles, CA Region | Book Focus: General, Manufacturing
Requirement: active property & casualty license
 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 
 
About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. 

 
Key Responsibilities: 

  • Technical Competence: Maintain technical competence and industry expertise. 

  • Team Leadership: Direct daily activities of the account management team. 

  • Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. 

  • Policy Management: Manage policy expirations and renewals. 

  • Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. 

  • Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. 

  • System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. 

  • Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. 

  • Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. 

  • Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. 

  • Policy Compliance: Stay updated on company policies and procedures. 

  • Continuous Improvement: Seek and adopt best practices to improve individual and team performance. 

  • Champion IOA Values: Demonstrate integrity and leadership. 

 
Ideal Candidate Qualifications: 

  • 3+ years of account management experience, or 5+ years in the insurance industry 

  • Thorough knowledge of insurance brokerage and client needs 

  • Required active property & casualty licensing; professional designation (CIC or equivalent) preferred 

  • Strong analytical, problem-solving, and decision-making skills 

  • Exceptional customer service, communication, multitasking, and organizational skills 

  • Proficiency in MS Office (Outlook, Word, Excel) 

  • High School Diploma (or equivalent) 

 
What We Offer: 

  • Competitive salaries and bonus potential 

  • Company-paid health insurance 

  • Paid holidays, vacations, and sick time 

  • 401K with employer match 

  • Professional growth and career progression opportunities 

  • Respectful culture and work/family life balance 

  • Community service commitment 

  • Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

  • 30-Minute Phone Screen, Online Assessments, and Interview(s) 

Salary Range

The expected pay range for this position is $80,000 to $100,000 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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