Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee and maintain a portfolio of commercial P&C accounts with annual premiums reaching up to $4MM.

• Act as the main point of contact for client servicing, renewals, and inquiries regarding coverage.

• Take full responsibility for the renewal process from start to finish, including initiating proactive renewal discussions prior to quote delivery.

• Clarify coverage details, pricing, and policy modifications.

• Manage client expectations during periods of underwriting delays, market limitations, or carrier-related issues.

• Address client concerns effectively and escalate internally when necessary.

• Carry out policy servicing tasks, such as endorsements, certificates of insurance, audits, billing coordination, and cancellations.

• Ensure precise client records are maintained in AMS and CRM systems.

• Collaborate with carriers, wholesalers, and internal teams.

• Comply with service standards, SLAs, and escalation procedures.

• Work closely with technology teams as the insurance subject matter expert to influence processes, systems, and products.

⛳️ Requirements

• Minimum of 2 years of experience in commercial P&C account management, brokerage, sales, or customer success.

• Active Property & Casualty license in good standing.

• Strong understanding of commercial P&C coverages, renewals, endorsements, and servicing requirements.

• Proven track record of managing the renewal process from start to finish, including proactive client discussions before quoting.

• Experience in handling escalations while ensuring a positive client experience during underwriting or carrier-related challenges.

• Exceptional written and verbal communication abilities.

• Demonstrated success in managing and retaining large or complex books of business.

• Strong organizational, prioritization, and decision-making capabilities in high-volume settings.

• Advanced proficiency with CRM and AMS platforms along with core business tools.

🏝️ Benefits

• Remote-first position; work from any location in the US.

• NYC office available for in-person collaboration.

• Working hours are aligned with your time zone.

• Access to modern tools specifically designed for insurance brokers.

• Fast-paced, high-impact environment where ownership and results are valued.

• Equal opportunity workplace and affirmative action employer.

• Optional diversity survey; participation is voluntary and has no impact on the application process.