Customer Service Manager

Harper; San Francisco (CA); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Commuter benefits

Team meals

Job summary

Harper seeks an experienced Account Manager to oversee a portfolio of commercial lines clients, ensuring accurate COIs, timely endorsements, and meticulous policy documentation. You will work directly with underwriters, coordinate renewals, and support new business activities in a fast-paced environment.

The role emphasizes attention to detail, high-volume accuracy, and proactive problem solving while maintaining strong client relationships across Remote/San Francisco offices.

Qualifications

• 2+ years of account management experience at a retail commercial lines 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; personal lines only not considered.

Responsibilities

• 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.

Skills

Account management

Commercial lines experience

High-volume book management

Communication skills

Tools

AMS360

Applied Epic

Job description

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

• 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