REMOTE – CA Licensed Commercial Insurance Account Manager (AMS360)
Recruiting Partner: Rick Mohanty
Bakersfield, California | Sales | Fully Remote | $75,000 to $85,000 | Job ID: 178429
Job Summary
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REMOTE – CA Licensed Commercial Insurance Account Manager (AMS360)
**This is a 100% remote role for a CA P&C Licensed Commercial Lines Account Manager with AMS360 systems experience**
Key Responsibilities
- System & Documentation: Utilize AMS360 daily for notes, activities, and carrier tagging to ensure seamless team continuity.
- Account Setup & Billing: Create customer profiles, collect applications, bind coverage, enter policy details, invoice agency-bill items, and manage initial past-due collections.
- Certificates & Compliance: Read contract requests to issue single, multiple-holder, and blanket AI/PNC certificates. Intelligently explain complex concepts like Waivers of Subrogation, Primary/Noncontributory status, and Ongoing vs. Completed Operations.
- Endorsements & Audits: Process mid-term and complex endorsements (such as adding new locations or equipment) and track General Liability and Workers' Compensation policy audits.
- Renewals & Marketing: Maintain renewal expiration lists, validate COI holder lists ahead of time, and collaborate with brokers to negotiate carrier terms and present options to clients.
- Book of Business: Manage a 1.5MM premium book of business consisting of small to mid-market commercial accounts. Must be comfortable working with accounts as large as 75k in premium.
Qualifications & Requirements
- License & Training: Active CA (resident or non-resident) Property & Casualty (P&C) paired with formal, updated insurance training.
- System Expertise: Mandatory, proficient hands-on workflow experience within AMS360.
- Lines of Insurance: Strong technical knowledge of Workers' Comp, Property, General Liability, EPLI, Professional Liability, Cyber Liability, and Surplus Lines/General Agents.
- Carrier Experience: Multi carrier experience such as Liberty Mutual, Allied/Nationwide, The Hartford, CNA, Travelers, and Hanover.
Salary: $75,000-$85,000
JOB ID: 178429
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Rick Mohanty
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At Goodwin Recruiting, our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, color, marital or family status, national origin, disability, religion, veteran status, sexual orientation, gender identity has no bearing on whether they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We work hard to identify a broad slate of candidates for each of our clients, with many hiring success stories to share.
