An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.
Commercial Lines Client Manager II (CSR) About the Role We are seeking a high-performing, detail-oriented Commercial Lines Client Manager II to join our growing team. In this role, you will manage a robust commercial lines book of business (~500 accounts / ~$2M in premium) with an average account premium between $20k-$25k. Unlike traditional service roles, this position directly rewards your dedication to client retention and book maintenance through a unique 3% retention revenue share , giving you a direct stake in the growth and performance of your portfolio.
Key Responsibilities Book Management:
Oversee and service a diverse portfolio of commercial clients, handling high-volume renewals, endorsements, billing, and invoicing.
Client Retention:
Maintain exceptional client relationships to ensure high renewal retention across accounts.
Operational Execution:
Manage day-to-day policy administration, certificate requests, audit processing, and account changes efficiently within our agency management system.
Growth Support:
Partner with our expanding team of commercial producers to onboard new client accounts seamlessly.
Qualifications & Requirements Experience:
3+ years of commercial lines insurance servicing experience preferred (strong candidates with 1-2 years at a top-tier brokerage will also be considered).
Industry Focus:
Experience managing high-volume commercial accounts. Familiarity with C-stores, hotel/hospitality, property/strip centers, contractors, or coastal accounts is a strong plus.
Systems & Tools:
Hands-on experience with AMS360 preferred (or equivalent Agency Management Systems like Applied Epic).
Licensing:
Active Property & Casualty (P&C) license required.
Skillset:
Strong organizational skills, high attention to detail, and the ability to thrive in a fast-paced, high-volume environment.
Work Location & Flexibility Current Needs:
Positions are available servicing our Madison, MS and Pearl, MS offices.
Schedule:
Onsite onboarding initially, with flexibility to transition into a hybrid work schedule (e.g., 4 days in-office / 1 day remote, moving toward 3/2) as team technology and file digitization progress.
Future Outlook:
Planned consolidation into our Madison facility by Spring 2027. What We Offer Competitive Base Salary ($75k-$84k) 3% Retention Revenue Share on your renewed portfolio Comprehensive Health, Dental, and Vision benefits 401(k) with company match Paid Time Off (PTO) & Holidays Clear pathways for internal growth and modern hybrid work flexibility
Pay:
$75,000.00 - $85,000.00 per year
Benefits:
401(k) Dental insurance Health insurance Paid time off Vision insurance
