Commercial Lines Client Advisor

Job Description

Job Description

Commercial Lines Client Advisor – San Francisco, CA Hybrid

About the Role

We 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 Do

• Manage and service a commercial book generating $4–5M in premium
• Handle full A–Z servicing : renewals, marketing, endorsements, certificates, quoting, client communications, and retention strategy
• Partner with multiple producers to develop service plans and ensure high-quality client experience
• Work across complex industry sectors with varied coverage needs
• Maintain accurate documentation and ensure compliance
• Build long-term client relationships through proactive service and communication

What Makes This Opportunity Stand Out

Compensation

$85,000 – $100,000 depending on experience, technical ability, and industry depth.

If you are interested, please reach out to Hannah@transcendhire.com

#hc212853