Client Advisor - Commercial

The Role:

We’re 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.

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.

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

• 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

• 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

• 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

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