We are partnering with a growing, high-touch insurance firm to identify an Account Manager who will play a critical role behind the scenes, supporting producers and ensuring the business runs smoothly from start to finish. This position is the operational backbone of the team, handling the details, managing documentation, and driving the processes that allow producers to succeed in a highly competitive commercial insurance environment. If you take pride in being the person who makes everything work, this is where you’ll thrive.

The team values individuals who bring drive, discipline, and follow-through, those who understand their role, take ownership, and contribute to the bigger picture.

Responsibilities

• Prepare, issue, and track Certificates of Insurance (COIs), ensuring all coverage details are accurate and meet client and contractual requirements; manage policy documentation and coordinate timely, precise invoicing.
• Review insurance policies and endorsements line-by-line to confirm accuracy, completeness, and compliance with internal standards and client expectations; flag discrepancies and proactively resolve issues.
• Assist with the end-to-end claims process, including initial intake, documentation gathering, and follow-up; respond to billing inquiries with clarity and urgency, serving as a reliable resource for both clients and internal teams.
• Compile, organize, and maintain court-related and client documentation, ensuring all materials are properly formatted, filed, and easily accessible for time-sensitive needs.
• Act as a key operational partner to producers and senior team members, anticipating needs, managing requests, and handling the behind-the-scenes work that enables them to focus on business development.
• Leverage the EPIC system to process proposals, quotes, and client deliverables with a high level of accuracy; ensure all data is entered, updated, and maintained consistently across systems.
• Manage multiple priorities in a fast-moving environment, balancing competing deadlines while maintaining exceptional attention to detail and a high standard of work quality.

Ideal Experience

• 3–4 years of professional experience (insurance, mortgage, or similar environments a plus)
• A team-first mindset with a strong sense of accountability
• High attention to detail and the ability to juggle multiple tasks
• Strong technical skills and comfort learning new systems
• A service-oriented approach—you care about doing things right and doing them quickly
• Someone grounded, reliable, and appreciative of the opportunity to grow

#118005

Up to $75,000 salary per year (based on experience)