Commercial Lines Client Advisor

Transcendent LLC
Fairfield, OH

Commercial Lines Client Advisor –

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

  • PTO
  • Strong benefits package
  • Flexible culture with eventual hybrid schedule
  • Highly collaborative environment with strong producer partnerships
  • Stability, autonomy, and the ability to truly own your book
  • Exposure to high-value, technical accounts across multiple industries

Compensation

$75,000-$95,000 depending on experience, technical ability, and industry depth.

If you are interested, please reach out to [email protected]

#hc217391
Posted 2026-03-09

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