Account Manager, Insurance
About the Role
Insureon is seeking an Account Manager to service and maintain a book of Management Liability accounts, including Directors & Officers (D&O), Employment Practices Liability (EPLI), Fiduciary Liability, and Crime coverage for Private Company and Not-For-Profit clients. This is a remote position open to candidates anywhere in the U.S. What You'll Do- Deliver high-quality service to a portfolio of Management Liability accounts through the full policy lifecycle - new business, renewals, and endorsements
- Gather client information and documentation; set up new accounts in our AMS system
- Review and process policy endorsements, loss runs, and notices with accuracy and timeliness
- Submit applications to carriers to obtain new and renewal quotes
- Resolve client issues and answer coverage questions independently
- Document all transactions and client interactions in the AMS system
- Collaborate with team members to ensure renewal workflows are completed on time
- Identify process improvement opportunities and contribute to developing more efficient procedures
- Strong organizational skills with the ability to manage multiple priorities simultaneously
- Excellent written and verbal communication skills
- Proven customer service experience with a track record of problem-solving
- Ability to work independently and as part of a collaborative team
- Detail-oriented with a high degree of accuracy and accountability
- High school diploma or equivalent
- Active Property & Casualty (P&C) Insurance License (support for obtaining licensure may be available for the right candidate)
- Prior experience in Management Liability or commercial insurance account management
- Familiarity with AMS or similar agency management systems
- Salary: $50,000-$70,000, based on experience and location
- Benefits: Health, dental, and vision insurance; life and disability coverage; FSA/HSA; 401(k); paid time off; and eligibility for bonuses
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