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Commercial Lines Client Advisor
Commercial Lines Client AdvisorTranscend Hire Talent Solutions • Moody, Texas, USA
Commercial Lines Client Advisor

Commercial Lines Client Advisor

Transcend Hire Talent Solutions • Moody, Texas, USA
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Commercial Lines Client Advisor Moody AL (ON-SITE)

About the Opportunity :

This role is with a large fast-growing insurance agency that experienced significant expansion over the past year. Theyre 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 : Competitive based on experience

Benefits : Fully paid health insurance SEP retirement option strong culture and workplace flexibility

Location : Moody AL

Position Type : Full-Time

The Role :

Were seeking a skilled Commercial Lines Client Advisor to take ownership of a substantial construction-heavy book of business including managing the needs of one major client account. This role is ideal for someone who is detail-oriented proactive and experienced in commercial lines servicing within the construction space.

Youll 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 Youll Do :

Manage a large construction-focused book of business including one primary key client

Handle full AZ 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

Fully paid health insurance

SEP retirement plan

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

Required Experience :

Unclear Seniority

Key Skills

Building Construction,Logistics & Procurement,Account Management,Communication,Client Services,Jboss

Employment Type : Full-Time

Experience : years

Vacancy : 1

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Client Advisor Commercial Lines • Moody, Texas, USA

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