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client manager p c accounts California

42 client manager p c accounts jobs found

EPIC Insurance Brokers & Consultants
04/02/2026  
Client Manager- P&C Accounts
Location:  This role requires a hybrid work schedule out of our San Francisco, CA office 1 day a week. SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES : · Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. · For new and renewal business, analyzes relevant client data (e.g. experience...
EPIC Insurance Brokers & Consultants San Ramon, CA, USA
EPIC Insurance Brokers & Consultants
04/02/2026  
Client Manager- P&C Accounts
Location:  This role requires a hybrid work schedule out of our San Francisco, CA office 1 day a week. SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES : · Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. · For new and renewal business, analyzes relevant client data (e.g. experience...
EPIC Insurance Brokers & Consultants Concord, CA, USA
EPIC Insurance Brokers & Consultants
03/16/2026  
Client Manager- P&C Accounts
Location:  This role requires a hybrid work schedule out of our San Francisco, CA office 2 days a week. SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBILITIES : · Primary expert resource and first point of contact for clients, which includes research/analysis and handling of a wide variety of client questions regarding risk management, coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. · For new and renewal business, analyzes relevant client data (e.g. experience...
EPIC Insurance Brokers & Consultants San Francisco, CA, USA
Heffernan Insurance Brokers
03/27/2026  
Associate Account Manager, Commercial Lines
Objective: Heffernan Insurance Brokers is looking for an Associate Account Manager to join its Commercial Lines team. This position will provide superior service to assigned clients and internal Account Managers, while also providing backup as necessary on accounts. Heffernan provides a career path with ample opportunity for upward mobility.   Responsibilities Include: Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's. Process binders. Process endorsements. Process audits after review by the Account Manager. Invoicing as assigned and follow up on aged receivables. Address and follow up on claims. Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals. Draft proposals. Process un-routed attachments and carrier document retrieval items. Respond to client requests in a timely and accurate...
Heffernan Insurance Brokers San Mateo, CA, USA Full Time
Heffernan Insurance Brokers
03/24/2026  
Account Manager, Commercial Lines
Objective: Heffernan Insurance Brokers is seeking an experienced Account Manager to join its Commercial Lines team. This is a dynamic role that will offer a range of innovative strategies to develop and manage customers' insurance and risk management needs. This role will report into the San Francisco, CA Commercial Lines division.   Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis. Prepare account specifications, negotiate pricing and finalize policy conditions. Prepare summaries to be transmitted with policies.  Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs. Prepare account proposals for presentation. Provide technical competence in areas of coverage and current...
Heffernan Insurance Brokers San Francisco, CA, USA Full Time
Foundation Risk Partners
03/15/2026  
Commercial Lines Account Manager - Surety
Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager - Surety to their  team in Orange, CA Metro Region.  Job Summary The Commercial Lines Account Manager – Surety works collaboratively with the team to deliver exceptional customer service and ensure service standards - including execution, delivery, and retention - are consistently met. This role provides efficient, professional, and courteous service to clients by phone, email, and in person, with a strong focus on Surety bond requirements and compliance. The Account Manager is responsible for managing risk by openly exchanging ideas, elevating concerns, and adhering to established policies and procedures. This position requires a commitment to doing the right thing for customers and colleagues, ensuring actions and behaviors create a positive client experience. While operating within the agency’s risk appetite,...
Foundation Risk Partners Orange, CA, USA
Foundation Risk Partners
03/15/2026  
Commercial Lines Account Manager - Surety
Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager - Surety to their  team in Los Angeles, CA Metro Region.  Job Summary The Commercial Lines Account Manager – Surety works collaboratively with the team to deliver exceptional customer service and ensure service standards - including execution, delivery, and retention - are consistently met. This role provides efficient, professional, and courteous service to clients by phone, email, and in person, with a strong focus on Surety bond requirements and compliance. The Account Manager is responsible for managing risk by openly exchanging ideas, elevating concerns, and adhering to established policies and procedures. This position requires a commitment to doing the right thing for customers and colleagues, ensuring actions and behaviors create a positive client experience. While operating within the agency’s risk...
Foundation Risk Partners Los Angeles, CA, USA
Foundation Risk Partners
03/15/2026  
Commercial Lines Account Manager - Surety
Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager - Surety to their  team in Woodland Hills, CA Metro Region.  Job Summary The Commercial Lines Account Manager – Surety works collaboratively with the team to deliver exceptional customer service and ensure service standards - including execution, delivery, and retention - are consistently met. This role provides efficient, professional, and courteous service to clients by phone, email, and in person, with a strong focus on Surety bond requirements and compliance. The Account Manager is responsible for managing risk by openly exchanging ideas, elevating concerns, and adhering to established policies and procedures. This position requires a commitment to doing the right thing for customers and colleagues, ensuring actions and behaviors create a positive client experience. While operating within the agency’s risk...
Foundation Risk Partners Los Angeles, CA, USA
Foundation Risk Partners
03/15/2026  
Commercial Lines Account Manager - Surety
Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager - Surety to their  team in Napa, CA Metro Region.  Job Summary The Commercial Lines Account Manager – Surety works collaboratively with the team to deliver exceptional customer service and ensure service standards - including execution, delivery, and retention - are consistently met. This role provides efficient, professional, and courteous service to clients by phone, email, and in person, with a strong focus on Surety bond requirements and compliance. The Account Manager is responsible for managing risk by openly exchanging ideas, elevating concerns, and adhering to established policies and procedures. This position requires a commitment to doing the right thing for customers and colleagues, ensuring actions and behaviors create a positive client experience. While operating within the agency’s risk appetite,...
Foundation Risk Partners Napa, CA, USA
Foundation Risk Partners
03/13/2026  
Commercial Lines Account Manager
Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Sander Jacobs Cassayre  team in Napa, CA .  Job Summary: The Account Manager is responsible for assisting the P&C Producers and clients with all servicing needs and providing information and guidance, as needed, to help achieve business goals. The Account Manager maintains effective relationships with clients, co-workers, carriers, vendors, and other business contacts. The Account Manager is also responsible for keeping abreast of industry trends, new product information, legislation, coverages, and technology to continuously improve the knowledge and performance of the agency. This role supports a book of business that includes a significant construction-focused segment; therefore, prior experience handling construction commercial accounts is required. Essential Functions: Provides...
Foundation Risk Partners Napa, CA, USA
Heffernan Insurance Brokers
03/11/2026  
Assistant Account Manager, Commercial Lines
Objective: Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Commercial Lines team. This is an entry-level position that does not require insurance experience (although a plus!). Heffernan is looking for an intelligent self-starter who is looking for a career with plenty of upward mobility.   Responsibilities Include: Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's. Process binders. Process endorsements. Process audits after review by the Account Manager. Invoicing as assigned. Follow up on claims. Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals. Create and maintain mail-merge documents. Draft proposals. Process un-routed attachments and carrier document retrieval items. Respond to client requests in a timely and accurate manner. Follow up and...
Heffernan Insurance Brokers San Francisco, CA, USA Full Time
Risk Strategies
02/17/2026  
Senior Account Manager - Aviation Practice
The Senior Aviation Account Manager is responsible for the day‑to‑day client servicing and technical support for an assigned book of aviation clients. This may include airports, FBOs, MROs, fleet operators, private clients, rotor‑wing, aerospace manufacturers, product liability accounts, hangar operators, non‑owned aviation, and other related specialty exposures. The Senior Account Manager partners closely with the Producer or Account Executive who drives overall client strategy, placement, and business development. The role requires a strong understanding of aviation insurance, underwriting requirements, key operational exposures, and communication with flight departments, maintenance teams, and aviation underwriters. Your Impact: Renewals & Marketing: Lead renewal strategy and execution, including market selection, exposure and loss analysis, data gathering, application and submission prep, proposal delivery, carrier negotiation, and binding. Account & Client...
Risk Strategies CA, USA Full Time
HUB International
02/08/2026  
Account Manager, Personal Lines
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community THE OPPORTUNITY: The Personal Lines Account Manager provides critical support to clients, manages a book of insurance business. The Account Manager I facilitates positive and effective relationships sales and/or account team colleagues. DUTIES & RESPONSIBILITIES: May work alongside and cooperatively with Producers, if assigned on accounts, serve as the HUB’s primary contact to the client....
HUB International Larkspur, CA, USA Full Time
MSIG North American
01/28/2026  
Senior Casualty Underwriter
MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Summary/Job Purpose: Underwrites profitable property business on a nationwide basis in accordance with Corporate goals. Essential Functions: Selects and underwrites complex property risks within delegated underwriting authority. Reviews applications and requirements to determine acceptability of risk in accordance with Company guidelines and standards. Perform all aspects of the underwriting process and due diligence including review and analysis of financial documents and individual risk factors....
MSIG North American Los Angeles, CA, USA Full Time
MSIG North American
12/10/2025  
Senior Wholesale Property Underwriter/Underwriting Specialist
MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Summary/Job Purpose: Underwrites profitable property business on a nationwide basis in accordance with Corporate goals. Essential Functions: Selects and underwrites complex property risks within delegated underwriting authority. Reviews applications and requirements to determine acceptability of risk in accordance with Company guidelines and standards. Perform all aspects of the underwriting process and due diligence including review and analysis of financial documents and individual risk factors....
MSIG North American Los Angeles, CA, USA Full Time
MSIG North American
10/08/2025  
Senior Property Underwriter/Underwriting Specialist
MSIG USA continues to grow!  Company Overview: MSIG USA is the US-based subsidiary of  MS&AD Insurance Group Holdings, Inc. , one of the world’s top P&C carriers and a global Class 15 insurer, with A+ ratings and a reach that spans 40+ countries and regions. Leveraging our 350-year heritage, MSIG USA brings the financial strength, expertise, and global footprint to offer commercial insurance solutions that address your business’s unique risks. Summary/Job Purpose: Underwrites profitable property business on a nationwide basis in accordance with Corporate goals. Essential Functions: Selects and underwrites complex property risks within delegated underwriting authority. Reviews applications and requirements to determine acceptability of risk in accordance with Company guidelines and standards. Perform all aspects of the underwriting process and due diligence including review and analysis of financial documents and individual risk factors....
MSIG North American Los Angeles, CA, USA Full Time
Heffernan Insurance Brokers
09/16/2025  
Account Manager, Commercial Lines
Objective: Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team based out of Walnut Creek, CA. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer’s insurance and risk management needs.    Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis. Prepare account specifications, negotiate pricing and finalize policy conditions. Prepare summaries to be transmitted with policies.  Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs. Prepare account proposals for presentation. Provide technical competence in areas of coverage and current markets. Explain and clarify coverage...
Heffernan Insurance Brokers Walnut Creek, CA, USA Full Time
Arch
07/27/2025  
AVP, Middle Market Solutions - Private Equity
With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary: The Underwriting Manager/Assistant Vice President of Arch Middle Market Solutions is responsible for the technical underwriting and account management of Middle Market Property and Casualty programs, targeting the Private Equity industry segment. This includes working with retail brokers to attract and retain these accounts while developing long term relationships to build a profitable book of business. Responsibilities and Accountabilities: Underwrite, maintain, and grow a profitable book of Property and Casualty business including Workers Compensation, General Liability, Automobile, and Umbrella/Excess placements within the Private Equity vertical....
Arch Los Angeles, CA, USA Full Time
ISC: Integrated Specialty Coverages
04/07/2026  
Senior Renewal Specialist
About Integrated Specialty Coverages Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market.   Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners. Job Summary The Senior Renewal Specialist is a production-focused role within the renewal...
ISC: Integrated Specialty Coverages Sacramento, CA, USA Full Time
HUB International
04/07/2026  
Account Executive, Personal Lines
ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Personal Lines Account Executive manages an assigned book of business, develops client relationships and delivers to grow and retain clients. Possibly working alongside the Producer, the Account Executive is responsible for overseeing management of assigned accounts including redundant interface with appropriate decision makers, proactive consultation, insurance program design,...
HUB International Los Angeles, CA, USA Full Time

 

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