Commercial Lines Account Manager

Rex; United States; Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

Fully remote

Job summary

Rex is seeking a Commercial Lines Account Manager to own the service backbone of InsurePro’s commercial book. This remote role handles endorsements, certificates, renewals, and fleet updates for a large client base, while identifying growth opportunities for agency leadership.

You bring 2+ years of commercial lines experience, an active P&C license, and Applied Epic proficiency. Independent agency background is preferred to ensure seamless collaboration across partners and markets.

Qualifications

• Minimum 2+ years of commercial lines account management experience.
• Active Property and Casualty license required.
• Independent agency experience strongly preferred.
• Applied Epic proficiency is required.

Responsibilities

• Own all servicing requests across the commercial book, including endorsements, certificates, fleet and driver updates, audits, and policy rewrites.
• Triage incoming work with speed and precision, handling complex changes personally and delegating routine requests to a dedicated service partner.
• Manage the renewal process end to end, gathering updated exposures, reviewing terms, and delivering renewals on time with no coverage lapses.
• Remarket accounts when pricing, coverage, or carrier appetite shifts, moving clients to better-fit carriers that improve value and retention.
• Conduct proactive policy reviews to uncover coverage gaps, emerging exposures, and cross-sell opportunities such as umbrella, cyber, and EPLI.
• Tee up qualified account growth opportunities for agency leadership with clear context, exposure data, and recommended next steps.
• Partner with carrier underwriters and service centers to resolve issues, secure endorsements, and expedite time-sensitive requests.
• Manage premium audits, reconciling exposure data and helping clients understand and prepare for audit outcomes.
• Maintain clean, complete, and audit-ready account records in Applied Epic, including activities, attachments, and policy data.
• Know what to handle, what to delegate, and what to upscale, keeping agency leadership informed on at-risk accounts, coverage disputes, and E&O exposures.
• Track and drive service metrics including turnaround time, renewal retention, and account rounding.
• Deliver a client experience that drives renewals, referrals, and long‑term loyalty.

Skills

Commercial lines management

P&C license

Independent agency experience

Tools

Applied Epic

Job description

Company Overview

Rex is a privately held ecosystem of entrepreneurial ventures led by Peter Rex, spanning real estate private equity, technology, insurance, and AI. We build businesses and investment platforms that generate both exceptional financial returns and meaningful societal impact. At the core of our strategy is investor engagement: attracting aligned capital partners who share our long-term vision. We are building the most compelling investor-facing ecosystem in the private markets. The role offers exposure to a uniquely diverse platform, combining institutional-quality real estate and high-growth tech ventures, all aligned under a singular mission-driven vision.

Company Overview

Rex is a privately held ecosystem of entrepreneurial ventures led by Peter Rex, spanning real estate private equity, technology, insurance, and AI. We build businesses and investment platforms that generate both exceptional financial returns and meaningful societal impact. At the core of our strategy is investor engagement: attracting aligned capital partners who share our long-term vision. We are building the most compelling investor-facing ecosystem in the private markets. The role offers exposure to a uniquely diverse platform, combining institutional-quality real estate and high-growth tech ventures, all aligned under a singular mission-driven vision.

About Us

Our mission is to catalyze human flourishing through stewardship, serving people in all nations. We seek a transcendent impact, second to none, crossing geographies and making a permanent mark on history. We aim to uplift investors, foster flourishing families, create enduring trust, and contribute to a more beautiful world through our investments, products and services, and new ventures. Our investments are primarily in real estate, with additional allocations to tech, energy, and alternatives, employing a downside-protected, long-term approach to investing. We are grounded in timeless morals and seek to preserve and grow both investor capital and our own.

We Serve a Diverse Ecosystem That Includes

• Multifamily apartment management with 20,000+ apartments
• Hotel and office buildings
• Tech ventures
• Insurance companies

Mindset

• Fanatical Investor Focus: Serve our investors by preserving their wealth first and foremost and secondarily seeking to maximize their return on equity while fostering human progress through stewardship of the assets and companies.
• Ecosystem Alignment: Execute in a spirit of partnership across all components of the Rex ecosystem, including multifamily and other real estate assets as well as tech companies.
• Missionary Zeal: Care about investor stewardship and advancing the vision of catalyzing human flourishing.

The Opportunity

Rex is seeking a Commercial Lines Account Manager to own client service across InsurePro, our profitable and growing independent insurance agency. This operator drives retention and account growth across a book of well over a thousand clients. This role owns every servicing request in the commercial book, from endorsements, certificates, fleet updates, audits, and rewrites to remarketing accounts and moving clients to better-fit carriers. They triage with speed and precision, handle complex changes personally, and delegate routine work to a dedicated service partner. Every touchpoint is also a growth opportunity: through renewals and policy reviews, they uncover coverage gaps and cross-sell opportunities such as umbrella, cyber, and EPLI, then tee them up for agency leadership to close. The ideal candidate has 2+ years of commercial lines account management experience and an active P&C license. Independent agency experience is strongly preferred, and Applied Epic proficiency is required. They command volume without losing precision, know what to handle, delegate, and elevate, and bring client obsession, commercial curiosity, and relentless follow-through. Must be missionary to the bone, committed to catalyzing human flourishing by protecting what businesses have worked to build. Fully remote.

About The Role

Rex is hiring a Commercial Lines Account Manager to serve as the service backbone of InsurePro’s commercial book. The agency is profitable and growing, with well over a thousand clients, established carrier partners, and a dedicated service partner already in place. This role owns servicing outcomes across the commercial book, ensuring speed, accuracy, and accountability on every request. You will operate as the connective tissue between clients, carriers, your service partner, and agency leadership, keeping policies clean, renewals on time, and clients confident that their coverage fits the business they run today. You will own the full servicing lifecycle: endorsements, certificates of insurance, fleet and driver updates, audits, rewrites, and remarketing. You will triage incoming work with sharp judgment, handling complex and high-stakes changes personally, delegating routine requests to your service partner, and escalating the right issues at the right time. You will treat every renewal and policy review as a chance to deepen the relationship, identifying exposures the client has outgrown and coverage gaps such as umbrella, cyber, and EPLI, then teeing those opportunities up for agency leadership to close. This is a hands‑on, high‑volume role for a licensed commercial lines professional who brings precision under pressure, fluency in Applied Epic, and the instinct to see every service touchpoint as a growth opportunity. Must be missionary to the bone.

Key Responsibilities

• Own all servicing requests across the commercial book, including endorsements, certificates of insurance, fleet and driver updates, audits, and policy rewrites
• Triage incoming work with speed and precision, handling complex changes personally and delegating routine requests to a dedicated service partner
• Manage the renewal process end to end, gathering updated exposures, reviewing terms, and delivering renewals on time with no coverage lapses
• Remarket accounts when pricing, coverage, or carrier appetite shifts, moving clients to better-fit carriers that improve value and retention
• Conduct proactive policy reviews to uncover coverage gaps, emerging exposures, and cross-sell opportunities such as umbrella, cyber, and EPLI
• Tee up qualified account growth opportunities for agency leadership with clear context, exposure data, and recommended next steps
• Partner with carrier underwriters and service centers to resolve issues, secure endorsements, and expedite time-sensitive requests
• Manage premium audits, reconciling exposure data and helping clients understand and prepare for audit outcomes
• Maintain clean, complete, and audit-ready account records in Applied Epic, including activities, attachments, and policy data
• Know what to handle, what to delegate, and what to upscale, keeping agency leadership informed on at-risk accounts, coverage disputes, and E&O exposures
• Track and drive service metrics including turnaround time, renewal retention, and account rounding
• Deliver a client experience that drives renewals, referrals, and long‑term loyalty

Ideal Candidate Profile

• 2+ years of commercial lines account management experience, with direct ownership of a book of business
• Active Property and Casualty license required
• Independent agency experience strongly preferred, with exposure to multiple carriers and markets
• Applied Epic proficiency required
• Working knowledge of core commercial lines, including general liability, commercial property, commercial auto, workers’ compensation, umbrella, cyber, and EPLI
• Proven ability to process endorsements, certificates, fleet changes, audits, and renewals at high volume without sacrificing accuracy
• Experience remarketing accounts and working directly with carrier underwriters to place coverage
• Commercial curiosity, with the ability to read a business, spot what it has outgrown, and identify the coverage it needs next
• Sound judgment on when to handle, delegate, or settle, with a disciplined approach to E&O risk
• Experience directing or partnering with service support staff to multiply output
• Strong written and verbal communication, able to explain coverage clearly and confidently to business owners
• Highly organized, detail-oriented, and relentless in follow-through
• Client-obsessed, with a service mindset that treats every touchpoint as a chance to earn loyalty
• Missionary mindset, fully aligned with Rex’s mission to catalyze human flourishing by protecting what businesses have worked to build

Rex Ecosystem-Wide Mission

Catalyze Human Flourishing through our products and services and to elevate and further humanity in all our business dealings.

Rex Values / Rex Culture

• Customer Fanatic. We fanatically focus on customers, seeking to ever-deliver more value, and inventing and innovating on their behalf.
• Product/Service Passion. Our business thrives or dies by products and services.
• Ludicrous Speed. Our default pace is extremely fast. Time is precious, life is short, and moving fast is more fun and effective.
• FAWOMO. We will find a way, or make one.
• Loves Going to War. Prefers wartime to peacetime, always hungry to move forward, do more, and push growth.
• Chutzpah. Nothing ventured, nothing gained. Fortune favors the bold. Duc in altum.
• Fun. We should only do work, over the long run, that is fun, and work with fun people. Jokes and humor welcomed, PC stuff and uptight behavior prohibited.
• Never‑Lose‑Money Approach. Protects the downside, using careful analysis before deploying significant resources, and ensuring cash is plentiful, never risking what others have and need for what they do not have and do not need.
• Other‑Centered. Idealist, desperate more than anything to leave an impact with their life by helping other people, seeing money as a means to serve.
• Creative Cost Cutting Constantly. There is always a smarter way, always room to cut, always ways to do more with less. A cost advantage is a competitive edge.
• Fewer, More Capable. Bias to as lean of a team as possible, with the highest competency, reducing communication and coordination, creating more effectiveness.
• Underdogs. What we have done is nothing compared to what we are going to achieve now. We are fighting to be the best, clawing and biting up and forward, aiming to be the champs, be number one. Scrappy AF no matter how much we accomplish. We have never arrived in our minds. We are the underdogs always.
• Other Attributes Valued. Point‑blank forthrightness in conversation with teammates, brutally facing problems. Velvet glove with iron fist in human dealings. Shrewd as a serpent innocent as a dove. Hardcore work hustle. Invictus mentality. Swagger with humility. Quiet professionalism. Thrifty and not materialistic. Loves who they work with, loves what they do, and loves who we serve.

Compensation & Benefits

Base Salary: Commensurate with experience and market standards

Benefits

• Comprehensive health, dental, and vision insurance
• 401(k) with company matching
• Fully remote work environment

Employment Eligibility Requirements

Applicants will be required to pass a background check prior to their first day. Applicants will also be required to execute a comprehensive confidentiality and non-disclosure agreement prior to start.