Customer Service Manager

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

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