Remote 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

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.