[Remote] Commercial Lines Account Manager

Note: The job is a remote job and is open to candidates in USA. Rex is hiring a Commercial Lines Account Manager for InsurePro, its independent insurance agency. The role owns service across the commercial client book, manages renewals and account remarketing, and identifies coverage gaps and growth opportunities.

Responsibilities

• Own all servicing requests across the commercial book, including endorsements, certificates of insurance, fleet and driver updates, audits, and policy rewrites
• Triage incoming work with speed and precision, handling complex changes personally and delegating routine requests to a dedicated service partner
• Manage the renewal process end to end, gathering updated exposures, reviewing terms, and delivering renewals on time with no coverage lapses
• Remarket accounts when pricing, coverage, or carrier appetite shifts, moving clients to better-fit carriers that improve value and retention
• Conduct proactive policy reviews to uncover coverage gaps, emerging exposures, and cross-sell opportunities such as umbrella, cyber, and EPLI
• Tee up qualified account growth opportunities for agency leadership with clear context, exposure data, and recommended next steps
• Partner with carrier underwriters and service centers to resolve issues, secure endorsements, and expedite time-sensitive requests
• Manage premium audits, reconciling exposure data and helping clients understand and prepare for audit outcomes
• Maintain clean, complete, and audit-ready account records in Applied Epic, including activities, attachments, and policy data
• Know what to handle, what to delegate, and what to escalate, keeping agency leadership informed on at-risk accounts, coverage disputes, and E&O exposures
• Track and drive service metrics including turnaround time, renewal retention, and account rounding
• Deliver a client experience that drives renewals, referrals, and long-term loyalty

Skills

• 2+ years of commercial lines account management experience, with direct ownership of a book of business
• Active Property and Casualty license required
• Applied Epic proficiency required
• Working knowledge of core commercial lines, including general liability, commercial property, commercial auto, workers' compensation, umbrella, cyber, and EPLI
• Proven ability to process endorsements, certificates, fleet changes, audits, and renewals at high volume without sacrificing accuracy
• Experience remarketing accounts and working directly with carrier underwriters to place coverage
• Commercial curiosity, with the ability to read a business, spot what it has outgrown, and identify the coverage it needs next
• Sound judgment on when to handle, delegate, or escalate, with a disciplined approach to E&O risk
• Experience directing or partnering with service support staff to multiply output
• Strong written and verbal communication, able to explain coverage clearly and confidently to business owners
• Highly organized, detail-oriented, and relentless in follow-through
• Client-obsessed, with a service mindset that treats every touchpoint as a chance to earn loyalty
• Missionary mindset, fully aligned with Rex's mission to catalyze human flourishing by protecting what businesses have worked to build
• Independent agency experience strongly preferred, with exposure to multiple carriers and markets

Benefits

• Comprehensive health, dental, and vision insurance
• 401(k) with company matching
• Fully remote work environment

Company Overview