Commercial Insurance Account Service Manager
Location
United States
Posted
7 days ago
Salary
$65K - $85K / year
Seniority
Lead
Job Description
Role Description
Whiteboard Risk & Insurance Solutions is seeking a licensed Commercial Insurance Account Service Manager to join our service team in a fully remote capacity. This role is responsible for onboarding new clients and providing high-touch midterm service for existing accounts.
Our Account Service Managers play a key role in building strong client relationships through:
- Proactive communication
- Thoughtful service
- Commitment to educating clients on their insurance coverage
Our goal is to provide a true “white glove” service experience that differentiates us from traditional agencies. At Whiteboard, service is a team effort. Our workflow is structured so each team member can focus on their area of expertise. Account Service Managers collaborate closely with:
- Customer Service Representatives
- Marketing Managers
- Service Solutions Assistants
to deliver exceptional service and maintain strong client retention.
Responsibilities include:
- Onboarding and offboarding clients
- Processing audits, claims, and recommendations for assigned clients
- Processing mid-term policy changes that require coverage knowledge, such as officer changes, property or location changes, exposure adjustments, and similar updates
- Fielding client coverage questions and coverage review requests
- Reviewing vendor contracts and certificates to ensure coverage accuracy
- Participating in pre-renewal exposure and coverage review meetings with the client’s full Whiteboard service team
Qualifications
- Active California Property & Casualty License
- Minimum of 2–3 years of experience in an Account Manager or Customer Service Representative role within commercial insurance
- Experience working with EPIC or a similar agency management system
- Experience working within the Microsoft 365 environment
- Strong written and verbal communication skills
Requirements
- Compensation: $65,000 - $85,000 yearly
Benefits
- Competitive Compensation
- Monthly Health & Wellness Credit
- Employer-Sponsored Health Care Plan
- Retirement Plan with up to a 5% match
- Flexible Paid Time Off
- Training & Development Support
Job Requirements
- Active California Property & Casualty License
- Minimum of 2–3 years of experience in an Account Manager or Customer Service Representative role within commercial insurance
- Experience working with EPIC or a similar agency management system
- Experience working within the Microsoft 365 environment
- Strong written and verbal communication skills
- Compensation: $65,000 - $85,000 yearly
Benefits
- Competitive Compensation
- Monthly Health & Wellness Credit
- Employer-Sponsored Health Care Plan
- Retirement Plan with up to a 5% match
- Flexible Paid Time Off
- Training & Development Support
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