[Job Radar](https://jobradar.live/) / [Jobs](https://jobradar.live/ilanlar) / Customer Service Manager

Active
On-site
San Francisco, California, United States
Posted · 01.09.2026
Ashby (US)

# Customer Service Manager

Harper

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.

This job was verified from Ashby (US). Applications are completed on the original source.

[Apply on the original listing ↗](https://jobradar.live/ilan/62c1c17f-b82d-4054-adf7-b14334fe9328/git)

## Stop searching one by one for roles like this.

Upload your resume or enter your target roles to see your first 3 matches for free.

[Find jobs for me →](https://jobradar.live/uye/kayit)
Your resume is never shared with employers; it is processed only for matching.

Something wrong with this job?

## Similar jobs

[Harper Jobs](https://jobradar.live/company/harper) · [Jobs in California](https://jobradar.live/jobs/california)
· [Customer Service Jobs in California](https://jobradar.live/jobs/california/customer-service) · [Jobs by location](https://jobradar.live/jobs) · [Jobs by company](https://jobradar.live/company)

- [Customer Service Representative](https://jobradar.live/ilan/202c6b16-5521-4999-9472-3ae73e48b992) PLS · Compton, CA

- [Clinical Support Specialist](https://jobradar.live/ilan/b23e0984-dba3-46a6-9980-258551180f13) Hyperfine · Palo Alto, California

- [Customer Service Representative](https://jobradar.live/ilan/81722327-f15c-4176-ae58-9ff792226ae2) PLS · Los Angeles, CA

- [Customer Service Representative](https://jobradar.live/ilan/b98efbc6-3dfb-4ad9-8c05-dc069bb1dc4e) PLS · Los Angeles, CA

- [Customer Service Representative](https://jobradar.live/ilan/90c4febc-b202-43a3-af2b-b6d788983fe0) PLS · Los Angeles, CA

- [Customer Service Representative](https://jobradar.live/ilan/86a86af3-fede-454f-8d4a-f285226b84ec) PLS · Ontario, CA

- [Night Customer Service Representative](https://jobradar.live/ilan/bb7eb81e-27cd-477a-a25c-1148c3dffa6c) PLS · Los Angeles, CA

- [Customer Service Representative](https://jobradar.live/ilan/25c5b6fb-9be5-465c-bd5d-4378d7278a1e) PLS · Los Angeles, CA