Account Manager, Commercial Lines

Job overview

The Account Manager, Commercial Lines role is onsite in Sonoma, CA, with a stated salary of $75,000–$85,000 per year and eligibility for an annual bonus program. The role supports Heffernan Insurance Brokers’ Commercial Lines team. The account manager develops and maintains client insurance and risk-management programs. The role coordinates renewals, explains coverage, manages policy and account documentation, and identifies opportunities to expand existing accounts with additional coverage.

What you'll do

• Market and manage assigned client accounts
• coordinate renewal marketing and review program structure
• prepare account specifications, negotiate pricing, and finalize policy conditions
• prepare policy summaries, invoices, proposals, and certificates
• explain coverage forms
• coordinate account services
• develop new coverages for existing accounts
• maintain thorough documentation and follow E&O procedures
• handle complex accounts and assigned technical projects.

What we're looking for

Skills & competencies

account manager

commercial lines

sonoma ca

heffernan insurance brokers

full-time

day shift

$75k–$85k/year

insurance account management

policy renewals

risk management

property and casualty license

client service

coverage analysis

annual bonus eligible

Work arrangement

• Weekend coverage required

Benefits & perks

• Comprehensive benefits package designed to support employee well-being, growth, and long-term success
• annual bonus program eligibility.

Why this role

Requires an active Property and Casualty insurance license; CIC, CPCU, or ARM designation preferred.

About the employer

Heffernan Network Insurance Brokers is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.