Account Manager, Commercial Lines (Mavrix)

Posted 29 Days Ago
Be an Early Applicant
Hiring Remotely in Walnut Creek, CA, USA
In-Office or Remote
70K-75K Annually
Mid level
Information Technology • Insurance
The Role
The Account Manager is responsible for managing small commercial accounts, providing client service support, and ensuring timely renewals and documentation in the EPIC system.
Summary Generated by Built In

Company:

Mavrix is the future of high-end insurance distribution – an exclusive, technology-powered franchise built for elite agents and the clients they serve. We are redefining the insurance industry by replacing outdated models with smarter, faster, and more profitable solutions. Our agents focus on selling; we handle the rest.

 

Objective:

The Commercial Account Manager role is responsible for servicing and managing a book of business consisting of small commercial accounts, typically under $10,000 in revenue. This role is client-facing, requiring a mix of technical insurance knowledge, proactive communication, and strong organizational skills. The ideal candidate is service-oriented, detail-driven, and thrives in a fast-paced, tech-enabled environment.


What You’ll Do:

  • Client Service & Account Management.
  • Serve as the day-to-day contact for small commercial clients, providing timely and professional service support.
  • Manage policy renewals, coverage changes, certificates, billing questions, and other service needs.
  • Process endorsements, audits, cancellations, and reinstatements accurately and promptly.
  • Coordinate with franchise partners and carriers to resolve service issues and ensure client satisfaction.

 

Renewal Preparation & Marketing:

  • Prepare summaries and present recommendations in collaboration with producers or franchisees.
  • Submit applications and supplementals to carriers for quoting as needed.
  • Identify opportunities for coverage improvements or upselling appropriate to client needs.

 

Documentation & Systems:

  • Maintain accurate, complete client files in the agency management system (EPIC).
  • Ensure all documentation and servicing activity complies with agency standards and E&O best practices.
  • Support transition to Applied digital tools and/or other client service platforms with a focus on consistency and efficiency.

 

How You’ll Thrive:

  • You’re responsive, friendly, and confident in your insurance knowledge.
  • You take pride in delivering great service—accurate, timely, and helpful.
  • You’re a strong communicator and problem-solver who’s comfortable juggling multiple tasks.
  • You understand how to balance the needs of clients, producers, and carriers.
  • You embrace systems and are eager to learn new tools that streamline workflows.

 

Qualifications:

  • High School graduate/GED required. Bachelor’s degree preferred.
  • 3+ years of experience in commercial lines account management.
  • Active P&C license required.
  • Strong knowledge of small commercial lines, including GL, WC, BOP, Auto, and Umbrella.
  • Familiarity with agency management systems (preferably EPIC).
  • Proficient in MS Office, namely Outlook, Excel, and Word.
  • Solid communication skills, both written and verbal.
  • Organized, self-motivated, and detail-oriented.

 

Compensation:

The base salary range for this position is $70,000 to $75,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in an annual bonus program.


Why join Mavrix?

  • Be part of a next-generation franchise model reshaping the insurance industry.
  • Join a mission-driven, high-performance culture backed by a nationally respected brokerage.
  • Work with a team that’s bold, innovative, and supportive.
  • Take a lead role in building the operational backbone of a fast-scaling company.

 

Mavrix is an equal-opportunity employer. Mavrix does not discriminate based on race, religion, color, ancestry, national origin, caste, sex, sexual orientation, gender, gender identity or expression, age, disability, medical condition, pregnancy, genetic makeup, marital status, military service, or any other characteristic protected by applicable federal, state, and local laws, rules, guidelines, and regulations.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • 3+ years of experience in commercial lines account management
  • Active P&C license
  • Strong knowledge of small commercial lines including GL, WC, BOP, Auto, and Umbrella
  • Familiarity with agency management systems (preferably EPIC)
  • Proficient in MS Office, namely Outlook, Excel, and Word
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The Company
HQ: Walnut Creek, CA
548 Employees
Year Founded: 1988

What We Do

Heffernan Insurance Brokers is an independent insurance agency big enough to compete with direct writers, but still small enough to provide boutique personal service. With a strong commitment to community, one year Heffernan gave back 22% of profit to charity. Heffernan is 100% employee-owned. We get to know your business and we get to know you. Because you’re different. With offices in California, Oregon, Washington, Arizona, New Mexico, Missouri, Philadelphia, and London, UK, Heffernan serves you from coast to coast whether you need commercial insurance, personal insurance, employee benefits or financial services and retirement. Contact Heffernan Insurance Brokers today @ 877-731-7905.

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