Transcendent LLC
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
#J-18808-Ljbffr
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
#J-18808-Ljbffr