Manage multiple commercial accounts simultaneously — track renewals, open items, and client follow-ups across your full book
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Issue Certificates of Insurance (COIs) and handle endorsement requests accurately and quickly
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Review policies for accuracy at issuance; catch and correct errors before they reach the client
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Maintain clean, complete account records in the agency management system
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Coordinate with producers on renewals, remarketing, and new business support
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Flag recurring carrier or process issues so they get fixed upstream
You Might Be a Fit If…
Nice to have
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You have 2+ years of account management experience at a retail commercial lines agency or brokerage
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You’ve worked commercial P&C lines: GL, BOP, WC, Commercial Auto, Umbrella, and related coverages
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You’ve issued COIs, processed endorsements, and managed policy documentation hands-on
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You’re comfortable working directly with underwriters — following up, negotiating, escalating when needed
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You hold an active P&C license (or can obtain one quickly)
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You’re detail-oriented and accurate even when the volume is high
Requirements
Requirements
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2+ years of commercial lines account management at a retail agency or independent
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Strong communication skills — clear, professional, and patient
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Ability to manage a high-volume book without dropping items
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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
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Familiarity with agency management systems (AMS360, Applied Epic, or similar)
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Bilingual (Spanish)
Compensation
Benefits
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Location: Remote or San Francisco, in-office
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Schedule: Monday–Friday, 8–10 hour shifts
Benefits
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Health, dental, and vision insurance
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Commuter benefits
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Team meals and snacks
The Process
Hiring 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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