Commercial Client Experience Manager

Position Overview

The Commercial Lines Client Service Manager (CSM) will support producers in managing main street select and complex commercial accounts across both standard and E&S markets. You will be responsible for maintaining technical accuracy, coordinating with wholesalers and underwriters, managing renewals, and ensuring that surplus lines documentation, billing, and compliance standards are properly handled.

What You’ll Do

• Manage standard and specialty commercial accounts, including E&S placements.
• Cook with underwriters, wholesale brokers, and surplus lines markets.
• Aid in remarketing and renewal strategy.
• Ensure surplus lines applications, billing, affidavits, and documentation are properly managed.
• Review policies for accuracy, endorsements, exclusions, and sublimits.
• Conduct structured pre-renewal outreach and account reviews.
• Prepare submission materials and coordinate with producers on new and renewal business.
• Work directly with underwriters to negotiate renewals and endorsements.
• Identify coverage gaps or exposure shifts and elevate to producers when necessary.
• Serve as primary service contact for assigned accounts.
• Issue certificates of insurance and review additional insured endorsements.
• Prepare proposals, premium finance agreements, and renewal summaries.
• Maintain clear, professional communication with clients and carrier partners.
• Maintain data integrity within the agency management system.
• Follow structured workflows for endorsements, cancellations, audits, and renewals.
• Assist with internal reporting related to business efficiency.

What You Need To Get The Job Done

• A humble, coachable, can do attitude coupled with high interpersonal skills, resilience, and grit.
• A natural inclination towards continuous improvement and problem-solving.
• Ability to engage and build relationships effortlessly, whether in a coffee shop line or a crowded room.
• Certainly communication skills to effectively interact with clients at all levels, from the janitor to the executive.
• A self-driven and results-oriented demeanor.
• Knowledge of E&S or surplus lines markets and processes.
• A strong technical understanding of commercial lines of business and corresponding coverages.
• Possess a Property & Casualty license (required).
• 2+ years in commercial insurance service or account management.

What Will Make You Stand Out

• You enjoy complexity more than simplicity.
• You are comfortable navigating layered or specialty placements.
• You take ownership of technical accuracy.
• You are calm under pressure.
• You are able to bring solutions to challenges.

How To Apply

Ready to take the next step in your career? Submit a cover letter explaining your commercial insurance experience, any E&S or specialty market exposure, and why you are the perfect fit for the Commercial Client Experience Manager role.