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 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 #J-18808-Ljbffr