Account Manager Jobs in California
An Account Manager in the insurance industry is responsible for managing relationships with specific clients, understanding their needs, and ensuring that the company's services meet those needs. They work closely with insurance agents and underwriters to develop insurance plans that suit their clients. Their duties may include creating and presenting proposals, managing claims, and monitoring the financial performance of accounts. Account Managers need to have in-depth knowledge of the insurance industry, policies, and regulations, along with excellent communication and negotiation skills.
A Bachelor's degree in business or a related field is often required for this role, and some employers may prefer those with a Master's degree. Certifications like the Chartered Property Casualty Underwriter (CPCU), Certified Insurance Service Representative (CISR), or Certified Insurance Counselor (CIC) can improve job prospects. Prior to becoming an Account Manager, one might work as an Insurance Sales Agent, Insurance Account Representative, or an Underwriter. These roles provide the necessary experience in managing insurance accounts, understanding client needs, and developing insurance plans.

Commercial Insurance Account Manager (Hybrid/Remote)
- Petra Risk Solutions
- Orange, CA
- 20 hours ago
- Petra Risk Solutions
- Orange, CA
- 20 hours ago
As a Commercial Insurance Account Manager, you will be responsible for providing exceptional customer service. You should have experience in commercial lines of property and casualty insurance....
Remote WorkClient Executive / Team Lead - Healthcare Commercial Insurance Accounts
- San Francisco, CA
- 18 hours ago
- San Francisco, CA
- 18 hours ago
CERTIFICATES, LICENSES, REGISTRATIONS: Valid State Property and Casualty License required; Valid State Driver's License Required....
Company: Marsh McLennan Agency Description: The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve...
Ideal Candidate Qualifications: 3+ years of account management experience, or 5+ years in the insurance industry Thorough knowledge of insurance brokerage and client needs Required active Property &...
Remote WorkThe role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships....
work Sense of urgency in meeting client and producer expectations Attention to details Attend mandatory internal training classes Attend two classes per year towards the achievement of CIC, ARM, CRM, CPCU...
POSITION SUMMARY: With general direction from the Supervisor or Area Retention Manager, the Associate Account Manager Team Lead (The Team Lead) utilizes a hands-on, professional, and customer-service...
Location: This role is hybrid out of our Concord, CA office. SUMMARY: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements...
This role can be Hybrid or Remote in Southern CA THE OPPORTUNITY: HUB's Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day...
Hold and maintain appropriate state Property and Casualty Insurance License(s) Or obtain within three (3) months of hire date....
Insurance Account Representative - Farmers Insurance
- Escondido, CA
- 5 days ago
- Escondido, CA
- 5 days ago
property and casualty insurance, life insurance, health insurance, disability insurance, agent support, customer support, client support, data entry, claims,...
Account Manager oversees the client service team and is responsible for all aspects of client service....
EB Associate Account Representative - Career Development Program July 2025 Rancho Cordova
- Rancho Cordova, CA
- 5 days ago
- Rancho Cordova, CA
- 5 days ago
management including: Day-to-day account management across a mixture of business segment clients....
The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships....
Client Executive / Team Lead - Healthcare Commercial Accounts
- San Francisco, CA
- 6 days ago
- San Francisco, CA
- 6 days ago
CERTIFICATES, LICENSES, REGISTRATIONS: Valid State Property and Casualty License required; Valid State Driver's License Required....
Demographic Data for California
Moving to California? Find some basic demographic data about California below.
Account Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Account Manager Jobs in California
Required or preferred licenses and certifications for Account Manager positions.
Highest Education Level
Account Managers in California offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Account Manager position
- Account Servicing
- Brokerage
- Broker Management
- Property and Casualty Insurance
- Personal Lines
- Professional Liability
- Coverage Analysis
- Insurance Underwriting
- Property Insurance
- Commercial Insurance
- Insurance Sales
- Claims Processing
- Agency Management
- Cross Selling
- Employee Benefits
- Underwriting
- Claims
- Service Sales
- Mortgage Processing
- Financial Services
- Prospecting
- Customer Retention
- Client Services
- Resolution
- Proposals
- Reimbursement
- Risk Management
- Referrals
- Relationship Management
- Billing
- Account Management
- High School Diploma
- Negotiation
- Written Communication
- Auditing
- Microsoft Outlook
- Presentation
- Employee Development
- Collaboration
- Filing
- Sales
- Multitasking
- Microsoft PowerPoint
- Policy Development
- Problem Solving
- Microsoft Office
- Microsoft Excel
- Time Management
- Microsoft Word
- Staff Supervision
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
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