We are looking for a experienced account manager to own the strategy and client-facing side of our renewals. Our processing team handles the backend. You set the plan for each account, direct the work, present the renewal, and keep claims moving.
About 3S Insurance Services
We are a boutique commercial insurance brokerage in San Diego serving mid-sized businesses throughout California. Intentionally small, relationship-driven, and built on three principles: strategy, designing programs around how our clients actually operate; safeguarding, advocating hard on claims; and service, responsive and accountable follow-through.
You will work directly with ownership and carry real responsibility from the start.
What You'll Do
Set the renewal strategy. Decide what we market and how we position each account. Identify how the client's operations, exposures, and goals have changed. Surface coverage gaps and program design opportunities before the renewal is in motion.
Direct the work rather than perform it. Give the processor clear instructions and deadlines. Oversee submissions, exposure gathering, and carrier follow-up. Review what comes back for accuracy and for whether it reflects your strategy. Hold the timeline so nothing quietly stalls.
Present to the client. Build the recommendation: what changed, why, what the options are, what we advise. Deliver it and answer coverage questions with real substance. Hand off to the processor to close and collect signatures.
Oversee claims. Make sure the processor is working adjusters, updates are timely, and clients know where things stand. Step in personally when a file stalls or a carrier decision needs challenging. Turn loss experience into risk management recommendations so the same claims stop repeating.
What You Won't Do
Certificates, endorsements, data entry, carrier status calls, document collection, routine claim follow-up. That is the processor's work. Yours is deciding what needs to happen, confirming it happened right, and owning the client relationship.
Who This Is For
- Active California P&C license and 3 or more years of commercial lines experience on the agency or brokerage side
- Has run renewals end to end, including strategy and client presentation
- Comfortable directing support staff and following up to confirm the work was done right
- Can read a policy and spot what is missing
- Takes pride in doing things right, not just fast
- Prefers a close-knit office to corporate bureaucracy, and wants to be in it on the days they work
- Applied Epic experience preferred, not required
Schedule and Compensation
- 2 to 3 days per week, approximately16-24 hours, on site
- Days are TBD
- Two blocks from the beach, with parking provided
Pay: $25.00 - $32.00 per hour
Benefits:
- Dental insurance
- Flexible schedule
Application Question(s):
- What AMS do you have experience with?
License/Certification:
- Property & Casualty License (Required)
Work Location: In person
