California Licensed Insurance Account Manager

Job Summary

Seeking a California Licensed Insurance Account Manager, the full-time remote role will manage client onboarding, provide midterm service for existing accounts, and ensure high-touch communication to foster strong client relationships.

Key responsibilities

• Onboard and offboard clients effectively
• Process audits, claims, and mid-term policy changes requiring coverage knowledge
• Field client coverage questions and participate in pre-renewal meetings with the service team

Required 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 with EPIC or a similar agency management system
• Familiarity with the Microsoft 365 environment
• Strong written and verbal communication skills