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 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 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.