Commercial Lines Client Manager II (CSR)

About the Role

We are seeking a high-performing, detail-oriented Commercial Lines Client Manager II to join our growing team. In this role, you will manage a robust commercial lines book of business (~500 accounts / ~$2M in premium) with an average account premium between $20k–$25k.

Unlike traditional service roles, this position directly rewards your dedication to client retention and book maintenance through a unique 3% retention revenue share, giving you a direct stake in the growth and performance of your portfolio.

Key Responsibilities

• Book Management: Oversee and service a diverse portfolio of commercial clients, handling high-volume renewals, endorsements, billing, and invoicing.
• Client Retention: Maintain exceptional client relationships to ensure high renewal retention across accounts.
• Operational Execution: Manage day-to-day policy administration, certificate requests, audit processing, and account changes efficiently within our agency management system.
• Growth Support: Partner with our expanding team of commercial producers to onboard new client accounts seamlessly.

Qualifications & Requirements

• Experience: 3+ years of commercial lines insurance servicing experience preferred (strong candidates with 1–2 years at a top-tier brokerage will also be considered).
• Industry Focus: Experience managing high-volume commercial accounts. Familiarity with C-stores, hotel/hospitality, property/strip centers, contractors, or coastal accounts is a strong plus.
• Systems & Tools: Hands-on experience with AMS360 preferred (or equivalent Agency Management Systems like Applied Epic).
• Licensing: Active Property & Casualty (P&C) license required.
• Skillset: Strong organizational skills, high attention to detail, and the ability to thrive in a fast-paced, high-volume environment.

Work Location & Flexibility

• Current Needs: Positions are available servicing our Madison, MS and Pearl, MS offices.
• Schedule: Onsite onboarding initially, with flexibility to transition into a hybrid work schedule (e.g., 4 days in-office / 1 day remote, moving toward 3/2) as team technology and file digitization progress.
• Future Outlook: Planned consolidation into our Madison facility by Spring 2027.

What We Offer

• Competitive Base Salary ($75k–$84k)
• 3% Retention Revenue Share on your renewed portfolio
• Comprehensive Health, Dental, and Vision benefits
• 401(k) with company match
• Paid Time Off (PTO) & Holidays
• Clear pathways for internal growth and modern hybrid work flexibility

Pay: $75,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Commercial Insurance: 3 years (Required)
• AMS360: 1 year (Preferred)

License/Certification:

• Property & Casualty License (Required)

Work Location: In person