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Commercial Lines Account Manager / CSR (Hybrid Role)
Commercial Lines Account Manager / CSR (Hybrid Role)ZipRecruiter • Aurora, CO, US
Commercial Lines Account Manager / CSR (Hybrid Role)

Commercial Lines Account Manager / CSR (Hybrid Role)

ZipRecruiter • Aurora, CO, US
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Job Description

About Us

Ascent Insurance Solutions is a boutique commercial insurance brokerage heavily (but not solely) focused on workers' compensation, contractors, and public-sector clients. We pride ourselves on being nimble, client-first, and resourceful. Our team blends technical insurance expertise with real-world business sense to deliver outstanding service and risk management solutions.

The Role

We are looking for a Commercial Lines Account Manager / Customer Service Representative to join our growing team. This hybrid role is perfect for someone who enjoys the technical side of insurance (market runs, quoting, processing renewals) and the client-service side (COIs, endorsements, and supporting producers with sales and retention). This role is flexible for Part-Time or Full-Time, depending on mutual needs and fit.

You'll be hands-on with both carriers and clients — ensuring smooth processing, accurate documents, and proactive support.

Key Responsibilities

  • Marketing & Quoting : Run market submissions, gather carrier quotes, compare proposals, and assist with renewal strategies.
  • Policy Servicing : Process endorsements, issue certificates of insurance, and assist with policy changes.
  • Renewals : Prepare and manage renewal documents, ensuring timely processing and accuracy.
  • Client Support : Serve as a reliable point of contact for day-to-day service requests. Escalate complex issues to producers and the active agency owner as needed.
  • Sales Support : Assist producers with new business marketing, proposal prep, and follow-up.
  • Documentation : Maintain organized files in the agency management system (EZLynx), track requests, and follow agency SOPs.

Qualifications

  • Minimum 1-2 years of experience in commercial insurance servicing (CSR, Account Manager, or similar role).
  • Active Colorado Property & Casualty license.
  • Strong knowledge of certificates, endorsements, renewals, and market submission process.
  • Comfortable working with carriers, underwriters, and clients directly.
  • Highly organized, detail-oriented, and able to juggle multiple priorities.
  • Excellent communication skills — professional but approachable.
  • Why Join Ascent?

  • Variety : You won't be stuck in just one lane — you'll market accounts, process service requests, and be involved in client support.
  • Growth : Opportunity to develop into full Account Manager / Account Executive roles with increasing client ownership.
  • Culture : Small, tight-knit team that values client care, relationships, and balance.
  • Impact : Every contribution makes a visible difference — no "big box" bureaucracy.
  • Compensation & Benefits

  • Competitive salary (commensurate with experience)
  • Performance-based bonus opportunities
  • PTO and paid holidays
  • 401(k) with matching
  • Health insurance stipend so you can select a plan that works best for your needs and budget
  • Licensing & continuing education support
  • Flexible, supportive team environment
  • NO RECRUITERS, PLEASE

    Company Description : Ascent Insurance Solutions is a boutique style Commercial P&C Brokerage. We operate beyond the insurance to help private and public entities with their overall risk management needs.

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