origen

origen

Account Manager, Commercial Lines

Cypress, California

Sponsorship not specifiedDetected 20 days ago
Account ManagementAccount RetentionCommunicationCollaborationUnderwritingProperty & Casualty

About the role

  • Account Manager, Commercial Lines The J.
  • Morey Company, we believe insurance is about more than policies and premiums- it's about protecting businesses, supporting families, and strengthening the communities we serve.
  • Position Overview The Commercial Lines Account Manager is responsible for managing and servicing a mid-sized book of commercial insurance clients while supporting the retention and growth of agency relationships.

Responsibilities

  • Build and maintain strong client relationships through responsive service and proactive communication.
  • Coordinate and manage ongoing client service needs, ensuring timely and accurate delivery of solutions.
  • Maintain accurate client records and documentation within the agency management system.
  • New Business Support
  • Partner with Producers and clients to gather underwriting information for new business opportunities.
  • Attend client meetings when appropriate to support the sales and service process.
  • Maintain compliance with agency procedures, carrier requirements, and industry regulations.
  • Build a Career with a Purpose

Requirements

  • Minimum 5 years of Commercial Lines insurance experience.
  • Experience managing a commercial lines book of business.
  • Strong understanding of commercial insurance coverages and policy structures.
  • Experience marketing accounts and working directly with insurance carriers.
  • Experience working with middle-market commercial accounts.
  • Knowledge of commercial underwriting principles and rating methodologies.
  • Experience reviewing contracts and insurance requirements.
  • Proficiency with agency management systems and carrier portals.

Compensation

  • Final compensation will be determined based on experience, licensing, technical expertise, and overall qualifications.
  • Reports To: Commercial Lines Manager
  • Build a Career with a Purpose
  • Morey Company, we believe insurance is about more than policies and premiums- it's about protecting businesses, supporting families, and strengthening the communities we serve.
  • As part of the Ori-gen family of companies, we are proud to carry forward a legacy built over 45 years of trusted relationships, service, and community impact.
  • Our mission is simple:

Benefits

  • Coordinate carrier submissions and obtain competitive coverage options.
  • Prepare renewal proposals and coverage comparisons.
  • Support account retention efforts through proactive service and coverage reviews.
  • Coverage Analysis & Compliance
  • Analyze coverage requests and identify potential coverage gaps or concerns.

Company info

  • Remember where you came from … and create a new future for the generations that follow.
  • We are looking for professionals who take pride in delivering exceptional service, building lasting client relationships, and making a meaningful difference in the lives of others.
  • If you're looking to grow your career with an organization that values integrity, collaboration, and community involvement, we'd love to hear from you.
  • The Commercial Lines Account Manager is responsible for managing and servicing a mid-sized book of commercial insurance clients while supporting the retention and growth of agency relationships.
  • This role partners closely with Producers, carriers, and clients to provide proactive service, coordinate renewals, market accounts, and deliver insurance solutions that align with client needs.
  • The ideal candidate is detail-oriented, responsive, technically proficient, and committed to delivering a high-quality client experience.
  • Most importantly, you are a people person and enjoy creating new relationships with clients and teammates.
  • Client Service & Account Management
  • Serve as the primary day-to-day contact for assigned commercial insurance clients.
  • Process policy changes, endorsements, certificates of insurance, binders, cancellations, and other servicing requests.
  • Position Overview
  • Assist clients with claims reporting and coordinate with internal resources to help facilitate claim resolution.

This listing is sourced directly from origen's careers page and normalized into a canonical job model.