Client Service Manager

Client Advisor Commercial Lines – KENTUCKY! REMOTE

About the Opportunity:
This role is with a large, fast-growing insurance agency that experienced significant expansion over the past year. They’re known for their strong culture, supportive environment, and commitment to doing right by both clients and employees. This team offers flexibility, a people-first atmosphere, and the chance to manage meaningful, high-value work within a collaborative structure.

Salary: $85,000 to $110,000
Benefits: Fully paid health insurance, SEP retirement option, strong culture, and workplace flexibility
Location: Birimingham, AL
Position Type: Full-Time

The Role:

We’re seeking a skilled Commercial Lines Client Advisor to take ownership of a generalist BOB including. This role is ideal for someone who is detail-oriented, proactive, and experienced in commercial lines servicing within the construction space.

You’ll work closely with insurance professionals, producers, and internal teams to ensure exceptional service delivery and long-term client satisfaction. The agency operates on EPIC, so familiarity with the system is a strong plus.

What You’ll Do:

• Manage a MID MARKET BOB

  Handle full A–Z servicing: renewals, quoting, endorsements, certificates, policy changes, and client communication

  Partner with internal insurance specialists for seamless service and high client satisfaction

  Maintain accurate documentation and ensure timely, proactive follow-up

  Work closely with producers and team members to address client needs and maintain strong relationships

  Support a fast-growing agency with a reputation for top-tier service

What You Bring:

• Property Casualty Licensed required

  3+ years of commercial lines account management experience

  Strong background with construction-related accounts preferred

  Experience using EPIC is a plus

  Excellent communication, client service, and organizational skills

  Ability to work independently while contributing to a collaborative culture

  Detail-oriented mindset with a commitment to delivering exceptional service

Why Join This Organization?

• Health insurance

  REMOTE

  Flexible environment with a healthy work-life balance

  Strong, supportive culture with low turnover

  Opportunity to manage a large, meaningful client account

  Growing agency with long-term stability and advancement potential

Interested?

All conversations and submissions are 100% confidential.
To learn more or apply, contact:
Hannah Lowry – Hannah@TranscendHire.com