A growing firm is seeking a Commercial Lines Client Success Advisor to support and grow a diverse portfolio of commercial clients. This role is ideal for someone with strong communication skills and a client-first mindset who enjoys balancing service with consultative sales.
Prior experience in commercial lines insurance and a Texas P&C license are preferred.
**Role can be based in Galveston, TX, or Friendswood, TX.**
The Job:
Analyze clients’ commercial insurance needs and recommend appropriate coverage
Prepare proposals and present to clients and prospects
Process policy renewals and monitor policy changes, exclusions, and endorsements
Address client service requests including claims reporting, billing, and coverage changes
Educate clients on coverage gaps, market availability, and policy options
Maintain client records and follow agency procedures for documentation and service standards
The Company:
Collaborative Culture: Leadership values team input and fosters a welcoming, team-first environment
Modern Workplace: In the midst of a positive culture shift under new leadership
Mentorship & Development: Room for advancement with planned retirements and hands-on training
Flexibility & Stability: Full-service agency with a growing, specialized client base
Comprehensive Benefits: Licensing support, long-term career path, and valuable exposure to niche markets
If interested, apply and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.