Customer Service Manager
Harper Group
What You'll Do
The Process
To Apply If you're excited about building something massive and owning a meaningful piece of it-send your resume and tell us about the last growth insight you surfaced that actually changed a decision.
- 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 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
- 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
- Experience with specialty or hard-to-place markets
- Familiarity with agency management systems (AMS360, Applied Epic, or similar)
- Bilingual (Spanish)
- Location: Remote or San Francisco, in-office
- Schedule: Monday-Friday, 8-10 hour shifts
- 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 If you're excited about building something massive and owning a meaningful piece of it-send your resume and tell us about the last growth insight you surfaced that actually changed a decision.
Vacancy posted 1 day ago
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