Insurance Account Manager – US Insurance Agency

We're hiring an Insurance Account Manager to keep client accounts running smoothly — from renewals to certificates to the dozens of small follow-ups that keep clients happy and policies current.

This role supports a U.S.-based insurance agency and is built for someone who already understands the insurance side of client management, not someone learning the industry from scratch.

What You'll Be Doing

• Tracking upcoming policy renewals and reaching out to clients ahead of deadlines
• Preventing lapses by staying ahead of renewal follow-ups
• Processing certificate of insurance requests quickly and accurately
• Serving as the point of contact between clients and carriers
• Handling policy changes and answering client coverage questions
• Following up with carriers on clarifications or corrections
• Proactively checking in with clients and flagging accounts that need attention
• Keeping the agency management system updated with accurate notes, policy details, and client history
• Maintaining compliance by ensuring documentation is complete and properly filed

What We're Looking For

• Real experience in insurance account management or a closely related role
• Solid understanding of policy terminology, renewal cycles, and carrier communication
• Strong written and verbal English — this is a client-facing role
• Ability to manage a full book of accounts without losing track of deadlines
• A personable, service-oriented approach — clients should feel taken care of, not processed
• Experience with agency management systems (AMS360, EZLynx, or similar) is a strong plus
• Prior experience with U.S. insurance clients specifically is preferred

Tell us about your experience in insurance account management — which lines of insurance you've worked with, how large a book of accounts you've managed, and which agency management systems you're familiar with.