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We’re looking for an experienced and motivated **Commercial Lines Account Manager / CSR** to join our growing insurance team. This is a great opportunity for someone who enjoys building strong client relationships, providing excellent service, and being part of a supportive, fast-paced environment. The ideal candidate has **at least 3 years of experience in the U.S. insurance industry**, preferably in commercial lines. Because this position involves **frequent phone communication with clients, insurance carriers, and other professionals, excellent spoken and written English is required.** Candidates should be confident, professional, and comfortable communicating with clients over the phone throughout the day. ### Responsibilities * Manage and service commercial insurance accounts * Communicate regularly with clients and insurance carriers by phone and email * Handle policy changes, endorsements, renewals, certificates, and client requests * Provide responsive and professional customer service * Maintain accurate client and policy information * Help ensure accounts are handled in accordance with insurance regulations and company procedures ### What We’re Looking For * **3+ years of U.S. insurance industry experience** * Commercial lines experience * **Excellent/fluent spoken and written English** * Strong and professional telephone communication skills * Excellent customer service and interpersonal skills * Organized, dependable, and detail-oriented * Comfortable working in a busy, fast-paced environment * Ability to manage multiple accounts and priorities If you’re looking for an opportunity to **grow professionally, work with a great team, build long-term client relationships, and make a real impact**, we’d love to hear from you.
Project ID: 40699772
8 proposals
Remote project
Active 22 hours ago
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8 freelancers are bidding on average $5 USD/hour for this job

I’m a strong candidate for this project because I can write short, engaging, and audience-focused scripts specifically designed for YouTube Shorts. I understand that the first few seconds are crucial, so I focus on strong hooks, clear storytelling, natural English, and engaging endings that keep viewers watching. I can adapt the writing style to your niche and target audience while keeping every script concise, original, and easy to understand. I’m also comfortable researching topics, following specific guidelines, incorporating feedback, and delivering scripts consistently on time. I’m ready to start immediately and would be happy to write a short sample script to demonstrate my writing style.
$5 USD in 40 days
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Hi, I have strong experience in account management, documentation, client coordination, compliance tracking, research, and maintaining time-sensitive records. I am highly organized and comfortable managing renewal schedules, follow-ups, documentation, reporting, and communication across multiple stakeholders. While my background is broader than U.S. commercial insurance specifically, I learn systems quickly and can work independently with structured workflows, Microsoft 365, detailed documentation, and deadline-driven account management. I would be happy to discuss your current renewal process and determine whether my experience is a suitable match before we proceed. Best, Irfan
$5 USD in 40 days
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Hello, I’m interested in supporting your commercial insurance operations, particularly with the administrative, research, documentation, and workflow-management side of the renewal process. I’m experienced in organized data management, online research, CRM-based workflows, document handling, follow-up tracking, and maintaining accurate records. I can help keep renewal timelines organized, follow up on outstanding information, maintain account documentation, prepare and organize proposal materials, and ensure updates are properly recorded for easy tracking. I’m comfortable working with Microsoft 365 and can quickly learn comparable AMS workflows and your internal procedures. I’m also highly detail-oriented and understand the importance of keeping renewal activities organized ahead of effective dates. I want to be transparent that I would not represent myself as having five-plus years of U.S. commercial insurance account-management experience or specialized ISO expertise if that is a strict requirement. If you are open to a reliable remote support partner who can handle the operational and administrative workload under your established processes, I’d be happy to discuss the role. I’m available to start immediately and can provide consistent weekly status reporting.
$4 USD in 40 days
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I’m proficient in EzLynx and Microsoft 365, and I use the AMS diary/suspense system so nothing requires follow‑up from the owner unless it’s a strategic decision. ”
$5 USD in 35 days
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With over five years of experience managing U.S. commercial accounts, I understand the level of attention to detail and the broad scope of tasks your project entails. As the head of a successful digital solutions consultancy firm, I have been responsible for similar functions such as coordinating various aspects of a project, gathering crucial data, negotiating contracts, and managing client expectations for multiple accounts simultaneously. In terms of your project-specific requirements, I'm comfortable with EzLynx and Microsoft 365 and can also quickly adapt to new similar systems. Furthermore, my familiarity with ISO forms, certificates and additional-insured wording are strong points that I can use to ensure not just efficiency but also compliance throughout the renewal cycle. Lastly, my core passion lies in enabling businesses like yours scale new heights through effective account management. If given an opportunity to work with you, I'd aim at providing you unequivocal support by proactively addressing current needs while identifying newer opportunities to grow the book further. Let's connect!
$5 USD in 40 days
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Hi, I hope you are doing great. Managing commercial accounts can become difficult when client requests, endorsements, renewals, certificates, policy changes, and carrier follow-ups all need attention at the same time. Delays or small mistakes can create extra work for the agency and affect the client experience. I can help by keeping these tasks organized, following up on pending items, and making sure client requests are handled accurately and on time. I have 3+ years of experience supporting U.S. insurance agencies across commercial and personal lines. My experience includes policy servicing, endorsements, renewals, COIs, ACORD forms, carrier communication, quote follow-ups, and maintaining accurate client and policy information. I understand that an Account Manager or CSR needs to be dependable, responsive, and detail-oriented because clients and carriers rely on you to get things done. I’m comfortable communicating through both phone and email and can manage multiple requests while keeping track of priorities. If you are looking for someone who can reduce your team’s workload and help keep your accounts organized and moving forward, I’d be happy to discuss your current needs. Would you be available for a short meeting? I’d be glad to learn more about your agency and explain how I can support your team. Thank you, Rameez Umer
$5 USD in 40 days
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West Hills, United States
Payment method verified
Member since Mar 13, 2020
$30-250 USD
$30-250 USD
$100-150 USD
$2-8 USD / hour
$2-8 USD / hour
$2-8 USD / hour
$30-250 USD
$2-8 USD / hour
$30-250 USD
$2-8 USD / hour
₹1500-12500 INR
$2-8 USD / hour
₹1500-12500 INR
$2-8 USD / hour
$30-250 USD
₹1500-12500 INR