Job Description

Commercial Lines Client Advisor - Moody, AL (ON-SITE)

About the Opportunity:

This role is with a large, fast-growing insurance agency that experienced significant expansion over the past year. They're known for their strong culture, supportive environment, and commitment to doing right by both clients and employees. This team offers

flexibility, a people-first atmosphere, and the chance to manage meaningful, high-value work within a collaborative structure.

Salary:

Competitive, based on experience

Benefits:

Fully paid health insurance, SEP retirement option, strong culture, and workplace flexibility

Location:

Moody, AL

Position Type:

Full-Time

###

The Role:

We're seeking a skilled

Commercial Lines Client Advisor

to take ownership of a substantial

construction-heavy book of business

, including managing the needs of one major client account. This role is ideal for someone who is detail-oriented, proactive, and experienced in commercial lines servicing within the construction space.


You'll work closely with

insurance professionals

, producers, and internal teams to ensure exceptional service delivery and long-term client satisfaction. The agency operates on

EPIC

, so familiarity with the system is a strong plus.

###

What You'll Do:

Manage a

large construction-focused book of business

, including one primary key client Handle full A-Z servicing: renewals, quoting, endorsements, certificates, policy changes, and client communication Partner with internal

insurance specialists

for seamless service and high client satisfaction Maintain accurate documentation and ensure timely, proactive follow-up Work closely with producers and team members to address client needs and maintain strong relationships Support a fast-growing agency with a reputation for top-tier service
###

What You Bring:

Property Casualty Licensed required

3+ years

of commercial lines account management experience Strong background with

construction-related accounts

preferred Experience using

EPIC

is a plus Excellent communication, client service, and organizational skills Ability to work independently while contributing to a collaborative culture Detail-oriented mindset with a commitment to delivering exceptional service
###

Why Join This Organization?

Fully paid health insurance

SEP retirement plan

Flexible environment with a healthy work-life balance Strong, supportive culture with low turnover Opportunity to manage a large, meaningful client account Growing agency with long-term stability and advancement potential
###

Interested?

All conversations and submissions are

100% confidential

.

To learn more or apply, contact:

Hannah Lowry -

Hannah@TranscendHire.com

#hc211194