Customer Service Manager

Harper - San Francisco, CA

Hiring: Customer Service Manager Company: Harper Location: San Francisco, CA Job Posted Time: 2026-09-03 07:38:03 Employment Type: Remote About the job Experience: •2+ years of account management experience at a retail commercial lines agency or brokerage •2+ years of commercial lines account management at a retail agency or independent Required Skills: •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 Qualifications: •Strong communication skills — clear, professional, and patient •Demonstrated capacity 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 •Operational familiarity with agency management systems (AMS360, Applied Epic, or similar) Compensation: •Flexible work environment (work from home / hybrid options) •Health, dental, and vision insurance Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!