CareerPlan

Account Manager

3155 Olsen Dr, Ste 400 - SAN JOSE, CA, USFull-time$70k–$90k2026-10-19 → 2026-11-12
On-site

Core

Manage policy maintenance, client retention, and service for mid-size to large commercial insurance accounts.

Role type

Senior Account Manager (Commercial Lines)

Builds

Insurance policies and risk management solutions for commercial clients

Domain

Insurance / Commercial Lines

Required skills

Commercial insurance knowledge, risk management, account management, proposal preparation, claims handling, carrier relations, up-selling, mentoring

Preferred skills

Applied Epic, CISR elite, CIC, advanced MS Office proficiency

Responsibilities

Maintain client relationships and service needs, review exposures and insurance programs, market and quote proposals, handle initial claims and follow-ups, monitor carrier activities, complete account reviews, round out insurance portfolios, coach and mentor junior members

Seniority

Senior, hands-on IC