Senior Commercial Lines Account Manager (Real Estate & Development Focus)

A growing insurance brokerage is seeking a Senior Commercial Lines Account Manager to join its high-performing Commercial Lines team. This role is ideal for someone who thrives on managing complex accounts in real estate, development, and related industries. This is not a sales role —it’s a high-touch service and strategy position focused on long-term client relationships. 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 Work Environment: 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 What You Bring: 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.