What You'll Do * Manage multiple commercial accounts simultaneously — track renewals, open items, and client follow-ups across your full book * Issue Certificates of Insurance (COIs) and handle endorsement requests accurately and quickly * Review policies for accuracy at issuance; catch and correct errors before they reach the client * Maintain clean, complete account records in the agency management system * Coordinate with producers on renewals, remarketing, and new business support * Flag recurring carrier or process issues so they get fixed upstream You Might Be a Fit If… * You have 2+ years of account management experience at a retail commercial lines agency or brokerage * You've worked commercial P&C lines: GL, BOP, WC, Commercial Auto, Umbrella, and related coverages * You've issued COIs, processed endorsements, and managed policy documentation hands-on * You're comfortable working directly with underwriters — following up, negotiating, escalating when needed * You hold an active P&C license (or can obtain one quickly) * You're detail-oriented and accurate even when the volume is high Requirements * 2+ years of commercial lines account management at a retail agency or independent * Strong communication skills — clear, professional, and patient * Ability to manage a high-volume book without dropping items * Commercial lines experience is required; we are not able to consider candidates with exclusively personal lines backgrounds Nice to Have * Experience with specialty or hard-to-place markets * Familiarity with agency management systems (AMS360, Applied Epic, or similar) * Bilingual (Spanish) Compensation * Location: Remote or San Francisco, in-office * Schedule: Monday–Friday, 8–10 hour shifts Benefits * Health, dental, and vision insurance * Commuter benefits * Team meals and snacks The Process 1. Phone screen — background and experience review 2. Hiring manager interview — account management scenarios and expectations 3. On-site day — meet the team, work through real account situations To Apply If you're excited about building something massive and owning a meaningful piece of it—send your resume and tell us about the last growth insight you surfaced that actually changed a decision.

Customer Service Manager

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