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About Champion Risk & Insurance Services Champion Risk & Insurance Services is a privately held, full-service insurance brokerage providing commercial, personal, employee benefits, and risk management solutions. We believe exceptional client service starts with understanding the businesses and people we serve. Our team takes the time to understand each client's industry, operations, goals, and exposures so we can provide thoughtful guidance and help protect what they have worked to build. The Senior Commercial Lines Account Manager is a key member of the Commercial Lines team, responsible for managing and servicing a significant book of business while supporting Producers in client retention, renewal strategy, new business, and account development. This position requires strong commercial insurance expertise, sound judgment, excellent organization, and the ability to independently manage complex client needs. The Senior Account Manager serves as a trusted resource for clients, Producers, carrier partners, and internal team members while ensuring work is completed accurately, promptly, and in accordance with Champion procedures.
Essential Responsibilities
Account Management & Client Service:
  • Manage a large and complex commercial lines book of business, typically representing $1 million or more in commission income.
  • Serve as a primary resource for clients, providing timely, accurate, and professional responses to questions, coverage needs, and account changes.
  • Develop strong, long-term relationships with clients and insurance carrier partners.
  • Prepare coverage summaries, schedules, proposals, and other client-facing materials.
  • Review policies, endorsements, certificates, evidence of property, and related documents for accuracy and compliance with client requirements.
  • Review client accounting history, respond to billing and accounting inquiries, help resolve discrepancies, and assist with receivable follow-up as needed.
  • Manage bond-related account needs when applicable.
  • Marketing, Renewals & Coverage Analysis
  • Lead the marketing of new and renewal business, including:
  • Submitting applications and supporting documentation to carriers.
  • Identifying potential coverage gaps or areas requiring additional analysis.
  • Summarize marketing results and prepare clear, professional proposals and presentations for clients.
  • Bind new and renewal policies in accordance with company procedures and established checklists.
  • Maintain accurate and complete documentation throughout the marketing, renewal, and binding process.
Producer & Business Development Support: Partner with Producers to support client retention and account development. Assist with new business opportunities, including gathering exposure information, preparing submissions, and coordinating carrier marketing. Provide coverage and market insight to support client and prospect discussions.
Systems & Workflow Management: Maintain accurate and timely client and policy information in Applied Epic. Effectively use Indio and other insurance technology, rating platforms, carrier systems, and third-party tools required for the role. Follow established Champion workflows, procedures, documentation standards, and quality-control practices. Manage deadlines and competing priorities across a substantial book of business while maintaining accuracy and responsiveness. Serve as an experienced resource to fellow Commercial Lines team members. Assist with onboarding and training new employees when requested. Provide guidance and delegate appropriate work to assigned support staff while maintaining accountability for client outcomes. Provide backup support for other team members when business needs require it. Participate in meetings, training, and professional development activities as requested. Identify opportunities to improve workflows, client service, efficiency, or the overall employee experience.8+ years of commercial lines insurance experience, including high-performing Account Manager experience.~ Demonstrated experience independently managing a substantial commercial book of business, generally $600,000–$800,000 or more.~ Bachelor's degree or an equivalent combination of education and relevant professional experience.~ Strong working knowledge of commercial insurance coverages, policy forms, carrier markets, underwriting requirements, and account servicing practices.~ Proficiency with Applied Epic or comparable agency management systems.~ Strong proficiency with Microsoft Office applications and related business technology. Experience managing complex or middle-market commercial accounts. Experience using Indio, comparative rating systems, carrier portals, and other commercial insurance technology. Experience mentoring, training, or providing workflow direction to junior account management or support professionals. Provides responsive, thoughtful service while developing credibility and strong relationships with clients, carrier partners, and internal stakeholders. Communicates clearly and professionally in writing and conversation. Demonstrates strong commercial insurance knowledge and applies that expertise when evaluating coverage, resolving issues, and advising clients and Producers. Effectively manages a high volume of work, competing deadlines, and client priorities while maintaining accuracy and following through on commitments. Works effectively across the organization, supports colleagues when appropriate, shares expertise, and contributes to a positive and productive team environment. This position is based at Champion Risk & Insurance Services' San Diego office and requires employees to work their established schedule at their assigned reporting location. The role regularly requires the use of computers, phones, office technology, insurance systems, and other standard business equipment. Ability to remain in a stationary position for extended periods while performing computer-based work. Regular use of computers, phones, and other standard office equipment. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position. Champion Risk & Insurance Services reserves the right to modify, assign, or reassign duties and responsibilities as necessary to meet operational and client needs. Employment with Champion Risk & Insurance Services is at will. Either the employee or Champion Risk & Insurance Services may terminate the employment relationship at any time, with or without cause or prior notice, subject to applicable law. Dental insurance~ Employee assistance program~ Flexible schedule~ Flexible spending account~ Health insurance~ Life insurance~ Work Location: Hybrid remote in San Diego, CA 92130

Also on the board Same function, level within a rung

Level

Senior

Location

San Diego, CA

Occupation

Insurance Sales Agents

Industry

Insurance Agencies and Brokerages

Posted

yesterday

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