Job Description

Job Description

Job Description

Panorama Insurance Associates, Inc. is a leading force in the insurance industry, combining the trusted relationships and reputation of the past with the innovation and technology of the future. We provide transformative solutions that empower agents, clients, and carriers to thrive in a rapidly changing marketplace. Guided by an inclusive and collaborative approach, we are committed to being the premier partner for building and growing business across the industry. At our core, we invest in people- fostering careers in a supportive environment built on respect, growth, and shared success.

Job Summary

The Commercial Lines Account Manager is responsible for building strong client relationships and delivering exceptional service while managing a diverse middle-market book of business. This role oversees full-cycle account management, including renewals, endorsements, billing, claims, certificates of insurance,and daily servicing. The ideal candidate has a solid understanding of commercial P&C insurance, follows structured processes with accuracy, communicates effectively, and identifies cross-selling opportunities to grow client accounts.

This is a hybrid position out of Roseville, CA.

Duties/Responsibilities

• Manage and service a mix of small and middle-market commercial lines book of business, ensuring client retention and satisfaction.
• Handle all aspects of account management, including new business, renewals, re-marketing, binding, endorsements, claims, certificates, and billing.
• Develop and maintain strong client relationships through proactive communication and exceptional service.
• Identify and pursue cross-selling and account rounding opportunities to grow the book of business.
• Review policies and coverage with clients to ensure adequate protection and make recommendations as needed.
• Collaborate with producers, underwriters, and carriers to negotiate terms, resolve issues, and secure competitive coverage.
• Provide timely, accurate responses to client inquiries, including certificates of insurance, policy changes, and claims assistance.
• Maintain thorough documentation of client interactions, coverage details, and transactions in the agency management system.
• Ensure compliance with agency procedures, carrier guidelines, and industry regulations.
• Stay current with market trends, carrier products, and industry best practices to better serve clients.
• Support teammates by sharing knowledge, collaborating on complex accounts, and contributing to a positive team environment.
• Other duties as assigned.

Qualifications

• 5-10 years of P&C Commercial Lines Account Management experience.
• High School diploma or equivalent required. Associate or Bachelor's Degree is a plus.
• Experience with an agency management system is required, experience with Applied Epic is preferred.
• Experience with Epic Manager Renewals and Ascend is preferred.

Physical Requirements

• Prolonged periods of sitting or standing to perform computer-based tasks.
• Occasionally lifting or carrying items up to 10 pounds.

Commercial Lines Insurance Account Manager Benefits

• Medical: Offering a HSA, PPO, EPO with a base plan covered at 95% by the employer
• Dental: PPO plans with an option for no employee premium cost
• Vision: PPO plan with no employee cost
• FSA Account: Available for Medical and Dependent Care
• HSA Account: Panorama contributes $1000 annually to qualified accounts
• Commuter Benefits: Up to $600 per month contribution
• Long-Term & Short-Term Disability: At no cost to the employee
• Life and AD&D: At no cost to the employee and Voluntary Life is also available
• Supplemental Plans: Offering a Critical illness and Hospital Indemnity Plan
• Identity Theft: Provided at no cost for employee coverage
• EAP: At no cost to anyone in the household
• 401k: With a match of 100% up to 5% of your earnings
• PTO/FTO: Exempt employees utilize Flexible (unlimited) Time Off, Non-exempt employees accrue PTO
• Paid Holidays: 12 paid holidays annually
• Flexible Work Options: Remote, hybrid and in-office possibilities
• Professional Development, licensing/accreditation, and growth plans

PI4587994f1a6f-25405-38430506

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