Equal Parts is building the next-generation insurance agency. We’re a founder-led, tech-driven company creating an AI-powered infrastructure to modernize how insurance agencies operate at scale - so teams can spend less time navigating complexity and more time delivering real value to customers. Our ambition is to become the fastest-growing insurance brokerage in the country by combining acquisitions with scalable, technology-enabled growth. We are looking for a Commercial Lines Account Manager to support the servicing and renewal experience for our commercial insurance customers as part of a centralized service organization. This role is critical to delivering a consistent, reliable customer experience - especially at key moments like renewals, mid-term changes, and coverage updates - while enabling scale, quality, and operational rigor across the business.As a Commercial Lines Account Manager, you will work directly with customers and internal partners to execute core servicing activities, applying strong insurance judgment, attention to detail, and clear communication. You’ll play a key role in ensuring work is completed accurately, on time, and in line with established processes and service standards.This is a hands-on, execution-focused role for someone who takes pride in precision, follow-through, and delivering dependable service in a team-based operating model.What You’ll OwnExecution of commercial insurance servicing activities across assigned workflows and customer touchpoints Direct interaction with customers on policy questions, endorsements, certificates, and coverage-related needs, as appropriate Support for the renewal process, including: Outreach to gather updated exposures and requirements Coordination with carriers and internal partners Clear, timely communication to support renewal decision-making Key servicing touchpoints across the policy lifecycle, including mid-term changes, renewals, audits, and claims support as needed Accuracy and timeliness of policy documentation, endorsements, and invoicing Identification of coverage gaps, changes in risk, or service issues, with appropriate escalation Close collaboration with producers, operations, and other service team members to ensure smooth execution and handoffs Adherence to defined processes, compliance standards, and SLAs to ensure consistency and quality Ongoing input on recurring issues, process gaps, and customer pain points to help improve service delivery over timeWhat Success Looks LikeServicing work is completed accurately, on time, and in accordance with defined standardsRenewals are supported smoothly, with clear communication and minimal frictionPolicies, endorsements, and documentation are consistently accurate and completeInternal partners trust you to execute reliably and escalate issues appropriatelyRisks, issues, and customer concerns are identified early and addressed proactivelyCustomers experience consistent, dependable service regardless of who completes the workRequirements2–4+ years of experience in commercial insurance account management or servicing Active resident state insurance license required Solid understanding of commercial lines coverages and the commercial policy lifecycle Proven ability to manage multiple tasks, deadlines, and priorities in a structured environment Strong attention to detail with a commitment to accuracy and quality Clear, confident communicator who can explain insurance concepts to customers and internal partners Comfortable working in a collaborative, team-based servicing model Process-aware and compliance-minded, with sound judgment around risk and escalation Adaptable and steady in environments where tools, workflows, and scale are evolvingNice to Have Experience working within a centralized servicing or shared services environment Exposure to agency management systems and modern insurance tooling Prior experience supporting mid-market or complex commercial accounts Familiarity with SLAs, service metrics, or renewal performance tracking BenefitsFor eligible employees, Equal Parts offers a comprehensive benefits package designed to support your health, well-being, and financial stability, including:Major Medical Health Insurance with employer premium contributionsVoluntary benefits including dental, vision, supplemental life, disability, and accident coverage
Equal Parts is building the next-generation insurance agency. We’re a founder-led, tech-driven company creating an AI-powered infrastructure to modernize how insurance agencies operate at scale - so teams can spend less time navigating complexity and more time delivering real value to customers. Our ambition is to become the fastest-growing insurance brokerage in the country by combining acquisitions with scalable, technology-enabled growth.
We are looking for a Commercial Lines Account Manager to support the servicing and renewal experience for our commercial insurance customers as part of a centralized service organization. This role is critical to delivering a consistent, reliable customer experience - especially at key moments like renewals, mid-term changes, and coverage updates - while enabling scale, quality, and operational rigor across the business.
As a Commercial Lines Account Manager, you will work directly with customers and internal partners to execute core servicing activities, applying strong insurance judgment, attention to detail, and clear communication. You’ll play a key role in ensuring work is completed accurately, on time, and in line with established processes and service standards.
This is a hands-on, execution-focused role for someone who takes pride in precision, follow-through, and delivering dependable service in a team-based operating model.
What You’ll Own
- Execution of commercial insurance servicing activities across assigned workflows and customer touchpoints
- Direct interaction with customers on policy questions, endorsements, certificates, and coverage-related needs, as appropriate
- Support for the renewal process, including:
- Outreach to gather updated exposures and requirements
- Coordination with carriers and internal partners
- Clear, timely communication to support renewal decision-making
- Key servicing touchpoints across the policy lifecycle, including mid-term changes, renewals, audits, and claims support as needed
- Accuracy and timeliness of policy documentation, endorsements, and invoicing
- Identification of coverage gaps, changes in risk, or service issues, with appropriate escalation
- Close collaboration with producers, operations, and other service team members to ensure smooth execution and handoffs
- Adherence to defined processes, compliance standards, and SLAs to ensure consistency and quality
- Ongoing input on recurring issues, process gaps, and customer pain points to help improve service delivery over time
What Success Looks Like
- Servicing work is completed accurately, on time, and in accordance with defined standards
- Renewals are supported smoothly, with clear communication and minimal friction
- Policies, endorsements, and documentation are consistently accurate and complete
- Internal partners trust you to execute reliably and escalate issues appropriately
- Risks, issues, and customer concerns are identified early and addressed proactively
- Customers experience consistent, dependable service regardless of who completes the work
Requirements
- 2–4+ years of experience in commercial insurance account management or servicing
- Active resident state insurance license required
- Solid understanding of commercial lines coverages and the commercial policy lifecycle
- Proven ability to manage multiple tasks, deadlines, and priorities in a structured environment
- Strong attention to detail with a commitment to accuracy and quality
- Clear, confident communicator who can explain insurance concepts to customers and internal partners
- Comfortable working in a collaborative, team-based servicing model
- Process-aware and compliance-minded, with sound judgment around risk and escalation
- Adaptable and steady in environments where tools, workflows, and scale are evolving
Nice to Have
- Experience working within a centralized servicing or shared services environment
- Exposure to agency management systems and modern insurance tooling
- Prior experience supporting mid-market or complex commercial accounts
- Familiarity with SLAs, service metrics, or renewal performance tracking
Benefits
For eligible employees, Equal Parts offers a comprehensive benefits package designed to support your health, well-being, and financial stability, including:
- Major Medical Health Insurance with employer premium contributions
- Voluntary benefits including dental, vision, supplemental life, disability, and accident coverage
We acquire exceptional insurance agencies built on strong relationships and empower them with leading-edge AI to amplify, not replace, the human connection. By blending innovation with tradition and ambition with experience, we’re redefining what’s possible in insurance.
We acquire exceptional insurance agencies built on strong relationships and empower them with leading-edge AI to amplify, not replace, the human connection. By blending innovation with tradition and ambition with experience, we’re redefining what’s possible in insurance.
