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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