SERVICE · COMMERCIAL LINES
Client Manager, Commercial Lines
Service commercial accounts: certificates, endorsements, audits, and claims advocacy.
- TEAM
- COMMERCIAL LINES
- TYPE
- Full-time
- LOCATION
- Remote (U.S.)
- LICENSE
- P&C LICENSE
- EXPERIENCE
- 3+ years in commercial lines account management
ABOUT THE ROLE
You'll service a book of commercial accounts alongside their account executive. Pay-as-you-go comp and payroll-connected exposure data mean fewer audit surprises, and more time to help clients through claims and contract requirements.
WHAT YOU'LL DO
- 01Issue certificates of insurance and process endorsements.
- 02Prepare renewal submissions and ACORD applications.
- 03Reconcile pay-as-you-go workers' comp premiums with payroll data.
- 04Manage premium audits and resolve disputes with carriers.
- 05Advocate for clients through the claims process.
- 06Review contracts for insurance requirements.
WHAT YOU BRING
- 01Active Property & Casualty license, in good standing.
- 023+ years managing commercial lines accounts at an agency or brokerage.
- 03Strong workers' comp and general liability audit experience.
- 04Fluent with ACORD forms and agency management systems.
- 05Organized, responsive, and comfortable owning a book remotely.
NICE TO HAVE
- 01CISR or CIC designation.
- 02Experience with construction or senior care accounts.
- 03Certificate and contract compliance tools.
HOW WE HIRE
- 01Intro call30 minutes with our recruiting team.
- 02Hiring managerYour book, your approach, our platform.
- 03Case reviewWalk us through a real account scenario.
- 04OfferLicense verified through NIPR.
Pay range: to be added. Several states, including CA, CO, NY, and WA, require pay ranges in job posts open to their residents, remote roles included.