United Western Insurance Brokers Commercial Lines Insurance Account Manager in Pasadena, California

What is UWIB?

UWIB is a forward-thinking boutique agency with roots steeped in tradition. We offer our clients the latest in digital tools, while supporting them with old fashioned customer service.

5 Reasons you should JoinUWIB

​Watch our one minute video to hear from our team about why you should join us!

More reasons should work with us

We’ve worked hard to cultivate a friendly and supportive work environment. Since we’re a small organization, your voice and input will be directly heard. Our goal is to support each other as a team, and we truly want everyone to succeed and be proud of their work. Between our office dog, competitive benefits package, and relaxed yet professional atmosphere, we think you’ll be very happy here.

Mission of the Commercial Lines Team Leader

To grow the commercial book of business by maximizing managerial processes and applying and teaching these strategies daily. The CL Team Leader will be responsible to effectivelymanage, support, train, guide and motivate the underwriting teamas well as managea small bookof Commercial Accounts.

Desired Outcomes of this Role

Focus on revenue generation and growth

  • Place business according to the goals of the agency

  • Stop, Listen, and Ask questions of your customers in order to clearly understand their needs, find account rounding opportunities and to build solid relationships.

  • Work to support the producer team by quoting new business quickly and efficiently.

Work to have a target retention of 93%

  • Stay 120 days ahead of all commercial renewals

  • Proactively look for account rounding opportunities

  • Remarket accounts as necessary

We are a dynamic organization that utilizes cutting edge technology to empower our clients and our team. With more than 50 years of Insurance Industry experience, we draw from our wisdom to focus on the future. We believe old fashioned customer service should coexist with the latest mobile-ready technology. We are not an average brokerage. We are UWIB. Check us out at https://uwib.com

Participate in agency management activities including developing and managing producers:

  • Participate in generating new customer service ideas and sales strategies

  • Teach mentor and coach new producers and team members

  • Meet with carrier representatives

  • Create workflows utilizing Vertafore QuickNavs in Platform, and encourage usage

  • Be involved in managing company metrics

  • Meet with marketing reps from carriers

  • Create and implement incentive programs

  • Provide coaching to team members

  • Provide feedback and input on agency operations, structure, processes, and decisions

Provide outstanding inbound service on claims, billing questions and endorsements

  • Educate clients on insurance options and on UWIB’s digital tools

  • Service Commercial Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures

  • Use every opportunity to confirm and update client information in ProTrac

United Western Insurance Brokers has three core principles: Value, Integrity and Honor. We expect all team members to uphold these principles no matter the circumstances.

Critical Competencies

  • Ability to accept and facilitate change

  • Strong technology skills, and the willingness to embrace and implement new technology

  • Self-starter, dependable, accurate in completing responsibilities, and have strong attention to detail and accuracy

  • Ability to work independently, set priorities, and handle multiple tasks

  • Exercise good judgment, accept responsibility, and handle confidential information

  • Able to lead and work as part of a team of people with diverse backgrounds

  • Develop and maintain relationships/partnerships with other team leaders to share/implement best practices

  • Strong abilities in problem solving, researching and decision-making

  • Excellent verbal and written communication skills


  • Bachelor’s degree or equivalent combination of education and experience

  • Minimum of 8 years related work experience

  • Knowledge of insurance industry and history of successful underwriting

  • Current P&C insurance license

  • Must provide a minimum of one (1) letter of professional reference


Based on Experience


Required Experience:

  • Commercial Insurance: 8 years

Required License or Certification:

  • Property and Casualty License