About this role
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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