Customer Service Manager

Harper; Deutschland; Hybrid; EUR 21.000 - 26.000; Vollzeit

Benefits dieser Stelle

Health, dental, vision insurance

Commuter benefits

Team meals and snacks

Zusammenfassung

Harper is seeking a dedicated account manager for commercial lines with 2+ years in a retail agency or brokerage. You will issue COIs, process endorsements, and ensure policy documentation is accurate while maintaining organized client records.

You will collaborate with underwriters and producers on renewals and new business. This role supports a high-volume book, requires strong communication, and welcomes bilingual Spanish candidates.

Qualifikationen

• 2+ years of commercial lines account management at a retail agency or brokerage.
• 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.

Aufgaben

• Manage multiple commercial accounts simultaneously — track renewals, open items, and client follow-ups across your full book.
• Issue 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.

Kenntnisse

2+ years experience

Strong communication

High-volume book management

Commercial lines experience

Bilingual (Spanish)

Tools

AMS360

Applied Epic

Jobbeschreibung

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

• Pay: $20/hour

• 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