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

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.