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Transcendent LLC

Commercial Lines Client Advisor

Transcendent LLC, San Francisco, California, United States, 94199

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Commercial Lines Client Advisor – San Francisco, CA Hybrid

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 $85,000 – $100,000

depending on experience, technical ability, and industry depth.

If you are interested, please reach out to Hannah@transcendhire.com

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