Commercial Insurance – Account Service Manager

  • Anywhere



  • Conduct client onboarding call and services.
  • Insurance requirements: contract reviews and vendor certificate reviews.
  • Process audits, claims, and recommendations for assigned clients.
  • Process mid-term policy changes that require coverage knowledge such as officer changes, property/location changes, exposure adjustments, etc.
  • Advise on agency bill/financed policy questions and midterm changes.
  • Process LPR requests and policy cancellations.
  • Process automatic policy renewals.
  • Set policy reminder activities.
  • Client relationship management.


  • Active CA Property and Casualty License
  • Knowledge of Microsoft Office Tools: Word and Excel
  • Knowledge of EPIC (or a Similar Agency Management System)
  • Strong Communication Skills


100% Remote Work

401(k) With a 5% Company Match

Health, Vision, and Dental – Fully Covered

Wellness Program with Gym Membership

Designation/Certification Support

PTO (Vacation, Sick, and Holidays)