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Harper is seeking a Customer Service Manager to oversee commercial insurance accounts and operations. In this role, you will manage multiple commercial accounts simultaneously, tracking renewals, open items, and client follow-ups across your full book of business. You'll issue Certificates of Insurance (COIs), process endorsement requests accurately and quickly, and review policies for accuracy at issuance to catch and correct errors before they reach clients. You'll maintain clean, complete account records in the agency management system and coordinate with producers on renewals, remarketing, and new business support. A key responsibility is flagging recurring carrier or process issues so they get fixed upstream.
This is a hands-on operations role managing high-volume commercial lines work. You'll work directly with underwriters—following up, negotiating, and escalating when needed. The position offers flexibility with remote or in-office options in San Francisco, Monday–Friday, 8–10 hour shifts.
REQUIREMENTS:
- 2+ years of commercial lines account management at a retail agency or independent brokerage
- Active P&C insurance license (or ability to obtain one quickly)
- Hands-on experience issuing COIs, processing endorsements, and managing policy documentation
- Experience with commercial P&C lines: GL, BOP, WC, Commercial Auto, Umbrella, and related coverages
- Strong communication skills—clear, professional, and patient
- Ability to manage a high-volume book without dropping items
- Commercial lines experience is required; candidates with exclusively personal lines backgrounds will not be considered
NICE TO HAVE:
- Experience with specialty or hard-to-place markets
- Familiarity with agency management systems (AMS360, Applied Epic, or similar)
- Bilingual (Spanish)
