Support daily servicing of commercial insurance accounts: process endorsements, renewals, certificates, and policy documentation; communicate with clients and carriers; track open items; maintain agency records (AMS360); assist with audits, loss control, and policy discrepancy resolution while learning carrier guidelines and agency procedures.
Junior Commercial Lines Account Manager / Commercial Lines CSR
We are seeking a motivated Junior Commercial Lines Account Manager / Commercial Lines CSR to support our commercial lines team in Metuchen, NJ. This role is ideal for an early-career insurance professional who has some commercial lines service experience and is looking to grow within a stable, client-focused agency environment.
In this role, you will assist with the daily servicing of commercial accounts, including policy changes, endorsements, renewals, certificates of insurance, routine client communication, and internal follow-up with carriers and team members. You will be part of a collaborative agency team that values accuracy, responsiveness, and strong customer service.
Key Responsibilities
What you'll do
- Support commercial lines account servicing across a book of business
- Process endorsements, renewals, certificates, and policy documentation
- Communicate with clients, carriers, and internal teammates in a timely, professional manner
- Track open items and help keep accounts moving through the renewal and servicing process
- Maintain accurate records in agency systems and support workflow discipline
- Learn and apply agency procedures, carrier guidelines, and account servicing best practices
- Support policy checking, discrepancy correction, and general servicing follow-through
- Assist with audit reconciliations and loss control follow-up as needed
Skills, Knowledge and Expertise
What we're looking for
- 1-3 years of commercial lines account management and/or CSR experience
- Strong attention to detail and follow-through
- Clear communication and a client-service mindset
- Ability to stay organized and handle multiple priorities
- NJ P&C license preferred; licensing readiness is acceptable for the right junior candidate
- AMS360 experience preferred
- Transportation, heavy construction, or inland marine exposure is a plus
- Strong Microsoft Office skills, especially Outlook, Word, and Excel
Benefits
Work environment
- Based in Metuchen, NJ
- Primarily in-office
- Potential for 1 hybrid day per week after a 60-90 day probation period, subject to performance and business needs
Compensation
- Base salary: $60,000-$70,000
- Target hiring sweet spot: Around $65,000
- Top end for standout junior hire: Up to $72,000
- Bonus potential: Year-end and/or discretionary bonus is market-aligned
- Benefits: Health, dental, PTO, 401(k), life insurance, and related small-agency benefits are recommended
About
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.
Similar Jobs
Big Data • Information Technology • Software • Analytics • Energy
Answer owner relations calls about revenue, land, division orders, JIB, A/R, and A&P. Log and track inquiries in a case system, follow up on unresolved issues, build client relationships, handle difficult interactions professionally, and cross-train to expand skills.
Top Skills:
MS Office
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Manage large group insurance client relationships with a focus on reporting and metrics. Serve as primary liaison, deliver client reports and insights, lead projects and implementations, drive strategic initiatives, mentor junior staff, and ensure accurate system data and documentation.
Top Skills:
ExcelMS OfficeMicrosoft Powerpoint
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Partner with U100 sales to drive small-business growth by delivering analysis, reports, dashboards, and strategic sales support. Recommend process improvements, correct operational errors, lead projects, train sales on platforms, and support renewals and financial/contract evaluations.
Top Skills:
CopilotMS OfficeSalesforce
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine


