Commercial Lines Account Manager

Our client is launching a new Property & Casualty insurance company and are hiring their first Client Services team member. You’ll be the cornerstone of their service operations across both Commercial Lines and Personal Lines, supporting clients through policy servicing, endorsements, renewals, billing assistance, claims intake, and compliance activities. This role is 100% service-focused - no sales or new business production - and is ideal for a detail-oriented, tech-savvy CSR who thrives on building processes from the ground up.

Hours are Monday - Thursday, 8:30am - 5pm; Friday 8:30am - 12pm. 100% onsite.

Responsibilities:

• Oversee a portfolio of clients, ensuring their needs are met and expectations exceeded
• Act as the main point of contact for clients, providing timely and accurate responses to inquiries
• Respond to client inquiries about policies, billing, documents, certificates, endorsements, and coverage questions
• Prepare and process policy changes and endorsements, COIs, Auto ID cards, evidence of property
• Develop and maintain strong relationships with clients, understanding their business objectives and delivering tailored solutions
• Ensure accurate billing and timely payment for client accounts
• Stay informed about industry trends and best practices, offering insights and recommendations to clients

Qualifications

• Active P&C Insurance License
• 5+ years CSR/account service experience in an independent agency, carrier service center, or brokerage supporting commercial lines
• Comfort operating in a startup environment - process building, ambiguity, cross-functional teamwork
• Proficiency with an AMS (such as Applied Epic) and carrier portals
• Excellent documentation, follow-through, and client communication skills
• High attention to detail, compliance, and quality

Benefits & Compensation:

• Competitive salary
• Employer sponsored medical insurance
• Contributing retirement
• Vacation & Holiday schedule