Remote Insurance Account Manager

Position Overview

Are you a detail-oriented professional who thrives on delivering outstanding client experiences and possesses strong expertise in insurance operations? We seek a highly motivated Remote Insurance Account Manager to manage and grow relationships with our valued clients. This is your chance to thrive in a fully remote environment while playing a pivotal role in supporting policyholders and streamlining insurance service delivery. Your expertise will enhance client satisfaction, boost retention, and deliver efficient service in a digital-first landscape.

This role offers a competitive annual salary of $85,931, empowering you to grow professionally while working from home. If you are driven by purpose, skilled in customer relations, and well-versed in the insurance industry, this role offers a platform for career advancement and impact.

Key Responsibilities

Client Relationship Management

• Act as the dedicated liaison for a portfolio of clients, ensuring their insurance needs are met with accuracy and attentiveness.
• Cultivate trust-based, long-lasting partnerships with clients by offering consistent, valuable support.
• Proactively assess client coverage needs and suggest optimal insurance solutions to align with evolving risk profiles.
• Organize and participate in client review meetings, preparing strategic summaries to aid decision-making.

Policy Administration

• Manage day-to-day policy servicing tasks, including endorsements, certificates of insurance, and claims follow-up.
• Coordinate with insurance carriers and internal teams to process changes, cancellations, and renewals.
• Oversee client onboarding by guiding them through initial policy terms and ensuring proper documentation.
• Maintain and update client records in agency management systems for accuracy and compliance.

Strategic Communication

• Build a cadence of outreach for policy reviews, premium audits, and client education sessions.
• Serve as a bridge between clients and insurers, translating complex policy language into actionable insights.
• Resolve client inquiries swiftly, offering guidance on claims processes and policy utilization.
• Deliver regular client updates regarding industry trends, market changes, and new coverage opportunities.

Risk Management Support

• Evaluate client risk exposures and provide proactive recommendations to minimize loss potential.
• Collaborate with underwriting teams to customize policy solutions based on individual client profiles.
• Monitor claim trends and help clients implement prevention strategies and training programs.
• Ensure clients understand their responsibilities and the scope of their coverage to reduce misunderstandings.

Work Environment

Remote-First Culture

• Engage fully in a distributed team environment with robust digital communication tools.
• Work from a location of your choice, maintaining productivity with access to high-speed internet and secure systems
• Participate in virtual team-building activities and knowledge-sharing forums to foster a connected culture.

Autonomy with Support

• Manage your workload independently while having access to dedicated team leads and mentors for support.
• Utilize digital dashboards to track progress, deliverables, and KPIs aligned with your personal development goals.
• Receive regular feedback, guidance, and performance coaching to refine your skills.

Growth-Minded Team

• Work alongside experienced insurance professionals who prioritize collaboration, innovation, and knowledge-sharing
• Join a company encouraging learning, celebrating achievements, and promoting from within.

Preferred Tools & Technology

• AMS360, Applied Epic, or comparable insurance agency management systems
• CRM tools like Salesforce, HubSpot, or Zoho CRM for tracking interactions and opportunities
• Microsoft Office Suite, especially Excel for data tracking and reporting, and Outlook for email and calendar coordination
• Google Workspace (Docs, Sheets, Meet) for document collaboration and team communication
• Slack and Zoom for instant messaging, team calls, and asynchronous updates

Qualifications

Education & Licensing

• A bachelor’s degree in Business, Finance, Risk Management, or a related discipline is preferred.
• Active Property & Casualty Insurance license required; additional licensing is a plus

Professional Experience

• At least three years of working in client-focused insurance roles such as policy coordination, underwriting, or a similar client-facing insurance role
• Demonstrated experience in managing accounts remotely using digital tools and virtual platforms

Core Competencies

• Strong time-management and organizational abilities with a knack for detail and documentation
• Clear and confident communicator—both written and verbal—with a service-oriented mindset
• Analytical and solution-driven, with the ability to interpret data and make informed decisions
• Adept in using modern technology to support client engagement and workflow automation
• Self-starter with a commitment to meeting deadlines and exceeding client expectations

What You Bring to the Table

• Initiative and ownership—you're responding to tasks and actively seeking improvements.
• Resilience and adaptability in navigating changes, challenges, and diverse client scenarios
• Commitment to client confidentiality, compliance, and maintaining industry ethics
• Positive energy that uplifts team morale and inspires confidence in every interaction

Why Join Us

Impactful Work

• Make a tangible difference by helping protect the businesses and livelihoods of our clients.
• Contribute to strategic growth initiatives that improve service models and client satisfaction.

Career Development

• Participate in skill-enhancing workshops, licensing programs, and leadership training.
• Access career coaching and mentorship opportunities that prepare you for advancement

Work-Life Balance

• Embrace a flexible schedule that respects your time and encourages mental wellness.
• Enjoy benefits for remote work, including technology stipends and wellness programs.

Collaborative Culture

• Be part of a diverse, inclusive team that values every voice and idea
• Celebrate milestones, birthdays, and achievements with virtual shout-outs and appreciation gifts

Ready to Make a Meaningful Move?

This opportunity is your next step if you want to expand your impact in the insurance industry while working remotely. We value professionals who bring insight, integrity, and initiative to their work. As a Remote Insurance Account Manager, your influence will reach beyond policies—helping clients feel protected, informed, and empowered.

Apply now and take the lead in shaping meaningful relationships and effective insurance strategies, all from the comfort of your home.