Pacific United Insurance
Commercial Insurance Account Manager
Pacific United Insurance, San Diego, California, United States, 92189
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Commercial Insurance Account Manager
role at
Pacific United Insurance .
Job Summary Pacific United Insurance is a full-service brokerage that provides commercial insurance solutions. We take pride in delivering expert guidance, responsive service, and long-term partnerships with our clients — particularly in the construction, contractor, and small business sectors.
As our agency continues to grow, we’re seeking a
Commercial Insurance Account Manager
who can take ownership of our existing book of business, maintain exceptional client relationships, and deliver consistent, high-quality service — all while working remotely.
You will act as the
primary point of contact
for your assigned accounts—handling client communication, policy servicing, renewal preparation, and coverage advisement.
We’ll work closely with the agency owner to maintain strong client relationships, ensure timely renewals, and identify opportunities for coverage improvement or cross-sell.
This is a fully remote role—perfect for a motivated, self-disciplined professional seeking work-life balance and autonomy.
Responsibilities
Manage an assigned book of commercial insurance clients (renewals, service requests, policy changes, certificates, etc.)
Proactively communicate with clients regarding renewals, coverage options, and premium changes
Prepare renewal submissions, quote with multiple carriers, and make coverage recommendations
Process endorsements, certificates of insurance, and binders promptly and accurately
Handle audits, claims follow-up, and other client support needs as they arise
Maintain accurate documentation and activity notes in the agency management system (AMS360)
Requirements
Active California P&C License
Minimum 5+ years commercial lines experience (preferred in construction)
Familiarity with AMS360
Strong organizational skills and ability to manage renewals independently
Professional communication skills with strong client empathy and follow-through
Excellent communication skills, both verbal and written, with a focus on customer engagement.
Bilingual or multilingual abilities are highly desirable to serve a diverse clientele.
Strong understanding of commercial coverages including General Liability, Workers’ Compensation, Commercial Auto, Inland Marine, and Property
Ability to work independently as well as collaboratively
A commitment to providing high-quality customer service at all times.
Employment Details Employment Type: Full Time
Years Experience: 5 - 10 years
Salary: $65,000 - $100,000 Annual
Bonus/Commission: No
Location San Diego, CA
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Commercial Insurance Account Manager
role at
Pacific United Insurance .
Job Summary Pacific United Insurance is a full-service brokerage that provides commercial insurance solutions. We take pride in delivering expert guidance, responsive service, and long-term partnerships with our clients — particularly in the construction, contractor, and small business sectors.
As our agency continues to grow, we’re seeking a
Commercial Insurance Account Manager
who can take ownership of our existing book of business, maintain exceptional client relationships, and deliver consistent, high-quality service — all while working remotely.
You will act as the
primary point of contact
for your assigned accounts—handling client communication, policy servicing, renewal preparation, and coverage advisement.
We’ll work closely with the agency owner to maintain strong client relationships, ensure timely renewals, and identify opportunities for coverage improvement or cross-sell.
This is a fully remote role—perfect for a motivated, self-disciplined professional seeking work-life balance and autonomy.
Responsibilities
Manage an assigned book of commercial insurance clients (renewals, service requests, policy changes, certificates, etc.)
Proactively communicate with clients regarding renewals, coverage options, and premium changes
Prepare renewal submissions, quote with multiple carriers, and make coverage recommendations
Process endorsements, certificates of insurance, and binders promptly and accurately
Handle audits, claims follow-up, and other client support needs as they arise
Maintain accurate documentation and activity notes in the agency management system (AMS360)
Requirements
Active California P&C License
Minimum 5+ years commercial lines experience (preferred in construction)
Familiarity with AMS360
Strong organizational skills and ability to manage renewals independently
Professional communication skills with strong client empathy and follow-through
Excellent communication skills, both verbal and written, with a focus on customer engagement.
Bilingual or multilingual abilities are highly desirable to serve a diverse clientele.
Strong understanding of commercial coverages including General Liability, Workers’ Compensation, Commercial Auto, Inland Marine, and Property
Ability to work independently as well as collaboratively
A commitment to providing high-quality customer service at all times.
Employment Details Employment Type: Full Time
Years Experience: 5 - 10 years
Salary: $65,000 - $100,000 Annual
Bonus/Commission: No
Location San Diego, CA
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