Senior Commercial Lines Specialist, Service Intelligence
Core
Senior expert handling the hardest 15% of commercial insurance cases (audits, excess lines, cancellations) and building the judgment-based playbooks for an AI-native brokerage.
Role type
Senior Commercial Lines Specialist (Service Intelligence)
Builds
Playbooks, checks, and agent behaviors that scale expert judgment across the organization.
Domain
Insurance (Property & Casualty / Commercial Lines)
Deliverable
production ML models
Required skills
Commercial lines account management, wholesale/MGA/carrier underwriting, policy form and contract analysis, carrier/wholesaler relationship management, teaching/mentoring, AI tool usage
Preferred skills
Surplus lines license, workers' comp expertise, premium finance, CPCU certification
Technologies
AI tools
Responsibilities
Close complex hard cases (audits, excess lines, remarketing), manage carrier and wholesaler relationships, create and maintain playbooks for recurring case types, mentor new hires and operators, identify system gaps and recommend process improvements
Seniority
Senior, hands-on IC with mentorship duties