Skip to main content
Posted 22 July, 2026

Commercial Lines Risk Advisor

Synectics Inc
Orange, CA, US Full Time

Job Description

Job Description

Seeking an experienced Commercial Lines Risk Advisor to partner with commercial clients, assess risk exposures, and recommend effective coverage strategies.

This role sits at the intersection of client managing client relationships and real risk decision-making. You'll work with existing commercial clients managing their accounts from end to end and helping them understand where they are exposed and what needs to be addressed. The focus is on advising on risk and helping clients make optimal decisions based upon your expert analysis of their business risk.

Roles and Responsibilities:

  • Managing a portfolio of commercial client accounts

  • Reviewing policies and identifying where coverage may be incomplete or misaligned

  • Advising clients on risk exposure and recommending appropriate coverage

  • Communicating clearly with clients in both written and verbal form

  • Supporting producers while building the ability to operate independently with clients

  • Working through real client scenarios and determining the right course of action

  • Collaborating with other account managers to develop better solutions

  • Participating in ongoing training and development as part of the team

  • This role is about understanding risk, making decisions, and communicating those decisions clearly

Technical Expectation:

  • Solid foundation in commercial lines insurance and account management

  • Holds, or in process, a CPCU, CIC, ARM or other

  • Preferably a business degree (finance, accounting, economics, statistics, etc.) from an accredited college

  • Ability to evaluate coverage and identify

  • Comfortably advising clients directly

  • Strong written and verbal communication skills

  • Able to think through scenarios and connect information quickly

  • Comfortable working with current systems and learning new tools as needed

Qualification:

  • Around 10 years of work experience

  • Experience in commercial lines account management or a related role

  • Ability to understand and explain insurance concepts clearly

  • Strong problem-solving ability and attention to detail

  • Comfortable working in an in-office, team-based environment

  • Interest in learning and growing beyond a traditional account management role What matters most is how you think, how you learn, and how you apply what you know.

Compensation and Benefits:

  • Commission + Bonus

  • Paid Time Off

  • Health, Dental & Vision Insurance

  • Life Insurance

  • 401K Retirement plan with employer match

  • Ongoing Professional Development

  • Other Performance Based Rewards

  • Full-time, W2 role

  • On-site, Monday to Friday

Company Description
Synectics is a leading staffing and workforce solutions company dedicated to connecting exceptional talent with top organizations. We specialize in IT, engineering, finance, healthcare, and professional services recruitment, offering both contract and permanent staffing solutions. With a people-first approach, we focus on understanding the unique needs of our clients and candidates to create long-term, successful matches. Our mission is to empower businesses with the right talent while helping professionals achieve rewarding career opportunities