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
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.
...Position Title: C# Developer Location: Montgomery, Alabama Clearance Requirements: None Pay Rate: $23.00 per Hour on W2 Position Description: Join a dynamic team as a C# Developer supporting the migration and modernization of web applications from .NET...
...Maintains current and appropriate resources for education stakeholders.Uses the majority of time providing direct services through the Guidance Curriculum, Individual Student Planning and Preventive and Responsive Services, and most remaining time in program management,...
...Job Description We are looking for a highly skilled, independent jeweler who is confident with both traditional bench work and modern technology, and who is equally comfortable representing the house directly to our clients. \n Responsibilities \n \n Execute...
...Internship: Graphic Illustrator Harold Jean-Louis, Inc. is part of a network that works on E... ...get exposed to different industries and experiences. Industries that the teams will have... ...attention to detail at all levels of graphic design and preparation. Exceptional skills...
...learning, and making a real impact for some of the worlds biggest brands.About the RoleNow we are looking for a Middle/Senior C# Developer to join the team that works on Veeam Backup for Office 365.What You'll DoDeveloping and supporting one of Veeam's core products:...