Commercial Insurance Account Manager - Primary Location

Crawley Insurance Agency in Fullerton, California, is seeking an experienced individual to join our team as a Full-Time Commercial Insurance Account Manager. You will assist with commercial insurance operations, including customer service, applications, data entry, renewals, and new business submissions. Your role will involve handling incoming calls, gathering key client information, working with underwriting, and completing insurance sales proposals. Were looking for someone who can manage daily referrals and leads, with a strong focus on client satisfaction and retention.

Salary Range: $42000.00 - $76000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Life Insurance

Paid Time Off (PTO)

Mon-Fri Schedule

Responsibilities

Develop insurance quotes, handle sales presentations, and close sales.

Manage commercial insurance applications, renewals, and policy change requests.

Secure all trailing documents and complete Evidence of Insurance requests.

Foster strong relationships with clients to maintain retention and product loyalty.

Ensure all underwriting, rating, and compliance requirements are met.

Active Property & Casualty Insurance License.

Experience with commercial insurance, especially Supplemental Applications and ACORD forms.

Strong communication and organizational skills.

Positive attitude, resourcefulness, and a willingness to learn.

Previous sales experience is a plus.