What are the responsibilities and job description for the Commercial Lines Client Advisor position at Transcendent LLC?
Commercial Lines Client Advisor – San Francisco, CA HybridAbout the RoleWe are seeking a Commercial Lines Account Manager to manage a $4–5M book of business across diverse and complex industries. This is a true A–Z, soup-to-nuts role where you’ll own the full client lifecycle—servicing, renewals, marketing, endorsements, compliance, and long-term relationship management.Collaborate closely with 1 Producers in a highly supportive, team-centered environment. While there are some virtual assistants available for certain administrative pieces, this role is a primary driver of service excellence and requires strong independence, organization, and confidence managing larger accounts.What You’ll DoManage and service a commercial book generating $4–5M in premiumHandle full A–Z servicing: renewals, marketing, endorsements, certificates, quoting, client communications, and retention strategyPartner with multiple producers to develop service plans and ensure high-quality client experienceWork across complex industry sectors with varied coverage needsMaintain accurate documentation and ensure complianceBuild long-term client relationships through proactive service and communicationWhat Makes This Opportunity Stand OutPTOStrong benefits packageFlexible culture with eventual hybrid scheduleHighly collaborative environment with strong producer partnershipsStability, autonomy, and the ability to truly own your bookExposure to high-value, technical accounts across multiple industriesCompensation$85,000 – $100,000 depending on experience, technical ability, and industry depth.If you are interested, please reach out to Hannah@transcendhire.com#hc212853
Salary : $85,000 - $100,000