Commercial Lines Client Advisor

Company: Transcendent LLC
Location: Sacramento
Posted on: January 18, 2026

Job Description:

Job Description Job Description Commercial Lines Client Advisor – Sacramento, CA Hybrid About the Role We are seeking a Commercial Lines Account Manager to manage a $4–5M book of business across diverse and complex industries. This is a true A–Z, soup-to-nuts role where you’ll own the full client lifecycle—servicing, renewals, marketing, endorsements, compliance, and long-term relationship management. Collaborate closely with 1 Producers in a highly supportive, team-centered environment. While there are some virtual assistants available for certain administrative pieces, this role is a primary driver of service excellence and requires strong independence, organization, and confidence managing larger accounts. What You’ll Do Manage and service a commercial book generating $4–5M in premium Handle full A–Z servicing: renewals, marketing, endorsements, certificates, quoting, client communications, and retention strategy Partner with multiple producers to develop service plans and ensure high-quality client experience Work across complex industry sectors with varied coverage needs Maintain accurate documentation and ensure compliance Build long-term client relationships through proactive service and communication What Makes This Opportunity Stand Out PTO Strong benefits package Flexible culture with eventual hybrid schedule Highly collaborative environment with strong producer partnerships Stability, autonomy, and the ability to truly own your book Exposure to high-value, technical accounts across multiple industries Compensation $85,000 – $100,000 depending on experience, technical ability, and industry depth. If you are interested, please reach out to Hannah@transcendhire.com hc212822

Keywords: Transcendent LLC, Santa Clara , Commercial Lines Client Advisor, Accounting, Auditing , Sacramento, California