Commercial Lines Account Manager

Responsibilities

The Commercial Lines Account Manager will own the full servicing lifecycle for a commercial book of business, including endorsements, renewals, and audits. They will also proactively identify coverage gaps and cross-sell opportunities to drive account growth while maintaining high standards of client service.

Requirements

Candidates must have at least 2 years of commercial lines account management experience and an active Property and Casualty license. Proficiency in Applied Epic is required, along with strong organizational skills and a client-focused mindset.

Skills

• Commercial lines account management
• Applied Epic
• Property and casualty insurance
• Client service
• Policy renewals
• Risk assessment
• Coverage gap analysis
• Cross-selling
• Premium audits
• Carrier relations
• Account rounding
• Communication
• Attention to detail
• Time management
• Problem solving

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401(k) with company matching

About this role

Company Overview
Rex is a privately held ecosystem of entrepreneurial ventures led by Peter Rex,
spanning real estate private equity, technology, insurance, and AI. We build
businesses and investment platforms that generate both exceptional financial
returns and meaningful societal impact. At the core of our strategy is investor
engagement: attracting aligned capital partners who share our long-term vision.
We are building the most compelling investor-facing ecosystem in the private
markets. The role offers exposure to a uniquely diverse platform, combining
institutional-quality real estate and high-growth tech ventures, all aligned
under a singular mission-driven vision.

About Us
Our mission is to catalyze human flourishing through stewardship, serving people
in all nations. We seek a transcendent impact, second to none, crossing
geographies and making a permanent mark on history.

We aim to uplift investors, foster flourishing families, create enduring trust,
and contribute to a more beautiful world through our investments, products and
services, and new ventures.

Our investments are primarily in real estate, with additional allocations to
tech, energy, and alternatives, employing a downside-protected, long-term
approach to investing. We are grounded in timeless morals and seek to preserve
and grow both investor capital and our own.

We serve a diverse ecosystem that includes:
* Multifamily apartment management with 20,000+ apartments
* Hotel and office buildings
* Tech ventures
* Insurance companies

Our businesses, with over 500 employees, are primarily throughout Texas and
Florida, but we aim to expand globally with our products and services, impacting
people in all countries.

Mindset
* Fanatical Investor Focus: Serve our investors by preserving their wealth
first and foremost and secondarily seeking to maximize their return on equity
while fostering human progress through stewardship of the assets and
companies.
* Ecosystem Alignment: Execute in a spirit of partnership across all components
of the Rex ecosystem, including multifamily and other real estate assets as
well as tech companies.
* Missionary Zeal: Care about investor stewardship and advancing the vision of
catalyzing human flourishing.

The Opportunity
Rex is seeking a Commercial Lines Account Manager to own client service across
InsurePro, our profitable and growing independent insurance agency. This
operator drives retention and account growth across a book of well over a
thousand clients. This role owns every servicing request in the commercial book,
from endorsements, certificates, fleet updates, audits, and rewrites to
remarketing accounts and moving clients to better-fit carriers. They triage with
speed and precision, handle complex changes personally, and delegate routine
work to a dedicated service partner. Every touchpoint is also a growth
opportunity: through renewals and policy reviews, they uncover coverage gaps and
cross-sell opportunities such as umbrella, cyber, and EPLI, then tee them up for
agency leadership to close. The ideal candidate has 2+ years of commercial lines
account management experience and an active P&C license. Independent agency
experience is strongly preferred, and Applied Epic proficiency is required. They
command volume without losing precision, know what to handle, delegate, and
escalate, and bring client obsession, commercial curiosity, and relentless
follow-through. Must be missionary to the bone, committed to catalyzing human
flourishing by protecting what businesses have worked to build. Fully remote.

ABOUT THE ROLE

Rex is hiring a Commercial Lines Account Manager to serve as the service
backbone of InsurePro’s commercial book. The agency is profitable and growing,
with well over a thousand clients, established carrier partners, and a dedicated
service partner already in place.

This role owns servicing outcomes across the commercial book, ensuring speed,
accuracy, and accountability on every request. You will operate as the
connective tissue between clients, carriers, your service partner, and agency
leadership, keeping policies clean, renewals on time, and clients confident that
their coverage fits the business they run today.

You will own the full servicing lifecycle: endorsements, certificates of
insurance, fleet and driver updates, audits, rewrites, and remarketing. You will
triage incoming work with sharp judgment, handling complex and high-stakes
changes personally, delegating routine requests to your service partner, and
escalating the right issues at the right time. You will treat every renewal and
policy review as a chance to deepen the relationship, identifying exposures the
client has outgrown and coverage gaps such as umbrella, cyber, and EPLI, then
teeing those opportunities up for agency leadership to close.

This is a hands-on, high-volume role for a licensed commercial lines
professional who brings precision under pressure, fluency in Applied Epic, and
the instinct to see every service touchpoint as a growth opportunity. Must be
missionary to the bone.

KEY RESPONSIBILITIES

* Own all servicing requests across the commercial book, including
endorsements, certificates of insurance, fleet and driver updates, audits,
and policy rewrites
* Triage incoming work with speed and precision, handling complex changes
personally and delegating routine requests to a dedicated service partner
* Manage the renewal process end to end, gathering updated exposures, reviewing
terms, and delivering renewals on time with no coverage lapses
* Remarket accounts when pricing, coverage, or carrier appetite shifts, moving
clients to better-fit carriers that improve value and retention
* Conduct proactive policy reviews to uncover coverage gaps, emerging
exposures, and cross-sell opportunities such as umbrella, cyber, and EPLI
* Tee up qualified account growth opportunities for agency leadership with
clear context, e...

About Rex

Real Estate · 201-500 employees · headquartered in Austin, Texas