Commercial Insurance CSR / Account Manager

Location: Remote

Salary Range: 1800 – 2000 USD/month (depending on experience) 

Work Schedule: Monday to Friday, 8:30 AM - 5:30 PM (CST)

NOTE: INDEPENDENT CONTRACTOR POSITION

About the Company:

Sagan represents a forward-thinking commercial insurance brokerage dedicated to delivering modern risk management solutions for business clients. Combining industry expertise with cutting-edge AI and automation workflows, we focus on accuracy, high agency, and rapid, high-touch customer service across all lines of commercial coverage. 

Position Overview:

We are seeking a detail-oriented, proactive Commercial Insurance CSR / Account Manager to join our growing operations team. In this role, you will own day-to-day administrative and account support workflows for commercial clients, including issuing Certificates of Insurance (COIs), maintaining accurate records in our Agency Management System, creating customer proposals, and rating multi-line policies. The ideal candidate possesses high initiative, strong attention to detail, and a commitment to growing long-term within the commercial insurance profession.

Key Responsibilities:

• Client Document Management: Process and issue Certificates of Insurance (COIs), manage vendor compliance documentation, and handle policy invoicing with same-day turnaround SLAs. 
• System & Data Hygiene: Maintain pristine, real-time records and documentation within the Agency Management System. 
• Proposal & Quoting Execution: Generate professional, client-facing commercial insurance proposals and utilize online rating platforms to quote multi-line policies. 
• Quality Control & AI Workflows: Audit automated and AI-assisted data workflows to ensure 100% accuracy across customer records and policy details. 
• Client & Internal Communication: Provide prompt, professional status updates to clients and collaborate internally to resolve account inquiries. 

Qualifications:

• Experience: 1–3+ years of hands-on experience as a Customer Service Representative (CSR) or Account Coordinator in commercial lines insurance. 
• Technical Insurance Knowledge: Strong baseline understanding of commercial insurance coverages, COI issuance, vendor compliance, and invoicing workflows. 
• Software Literacy: Familiarity with online commercial insurance rating platforms and modern Agency Management Systems. 
• Attributes: Exceptional attention to detail, high agency, and strong problem-solving initiative. 
• Schedule & English: C2 Fluent written and spoken English, available during standard CST business hours.

Nice-to-Haves:

• Bilingual fluency in English and Spanish (Latin America / Mexico). 
• Experience rating/quoting multi-line commercial property and casualty policies.