Licensed Commercial Retention Manager

Watley Insurance Group is an independent insurance agency in Shreveport, Louisiana. We write personal and commercial lines across multiple states and pride ourselves on building real relationships with our clients — not just moving paper. We are a small, tight-knit team in the middle of a deliberate growth phase, and we are intentional about how we operate.

We are a tech-forward agency. We use AI tools daily, we automate what can be automated, and we expect our team to embrace technology as a core part of how they do their job — not as an afterthought. If you are the kind of person who figures out new tools quickly and looks for smarter ways to get things done, you will fit right in here.

The Role

We are splitting our commercial lines department and creating a dedicated renewal manager position. This person will own the renewal cycle for our commercial book — keeping accounts retained, documentation sharp, and clients well-served so our Senior CL Producer can focus on new business.

This is a great entry point into commercial lines insurance. If you are detail-oriented, organized, comfortable with technology, and genuinely enjoy talking to business owners, we will invest in training you the right way.

What You Will Do

Own the renewal cycle for assigned commercial accounts — proactive outreach starting 60 days before expiration

Prepare ACORD applications and supplemental apps for renewals and re-markets

Issue Certificates of Insurance and handle endorsements and policy changes

Conduct coverage reviews and identify account rounding opportunities

Intercept and attempt to save cancellations before they process

Use AI tools as part of your daily workflow — drafting communications, researching coverage questions, and improving your own efficiency

Document all client activity in EZLynx same day, every day

Work alongside our Senior CL Producer and report directly to the Agency Principal

What We Are Looking For

Active Louisiana P&C producer license — required at time of hire

Comfortable with technology and not afraid to learn new tools quickly

Proficient enough with AI (ChatGPT, Claude, or similar) to use it as a daily work tool — not just familiar with it in theory

Strong attention to detail and follow-through

Comfortable talking to business owners on the phone — not just emailing

Organized enough to manage a large renewal pipeline without dropping anything

Willing to learn commercial lines products from the ground up — we will train you

Experience with EZLynx or similar agency management systems is a plus, not a requirement

What We Offer

Competitive salary (commensurate with experience)

Hybrid schedule — primarily in-office with remote flexibility

Unlimited paid time off

Full benefits package — health, dental, vision, and 401(k)

Bonus opportunities tied to retention and account performance

A team that actually supports each other

Real growth path — this role is designed to evolve as the department grows

Location

905 Francais Dr., Shreveport, LA 71118

Hybrid — primarily in office with scheduled remote days

To Apply

Send your resume to ***email_hidden*** with the subject line CL Renewal Manager — [Your Name].

Watley Insurance Group is an equal opportunity employer.