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

Pay: $20/hour

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

• Phone screen — background and experience review
• Hiring manager interview — account management scenarios and expectations
• On-site day — meet the team, work through real account situations

To Apply

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