Account Manager - 21963

Our client is an independent insurance agency that helps businesses and individuals find affordable, reliable coverage. The agency specializes in workers' compensation insurance for businesses and also offers personal lines such as auto insurance, with a focus on protecting clients, their employees, and their families.

The agency provides hands-on service to its policyholders, from quoting and new policies through renewals and everyday service requests. Because of a change on the team, the agency has an immediate need for an experienced Account Manager who can step in quickly and take full ownership of a book of client accounts.

We are seeking an experienced Account Manager to manage client accounts and handle the full range of policy servicing, from quoting and policy entry through endorsements, certificates, renewals, and invoicing.

This is a full-fledged Account Manager role, not a back-office assistant position. The Account Manager will serve as the main point of contact for policyholders, respond to service requests, process policy changes, issue certificates of insurance, prepare quotes, and manage renewals to keep clients covered and satisfied. They will work daily in NowCerts and Momentum AMS to keep policy records accurate and up to date.

The ideal candidate has at least 2 years of insurance account management experience, can hit the ground running with little ramp-up time, and delivers responsive, accurate, and professional service to every client.

• Serve as the main point of contact for assigned client accounts.
• Respond promptly and professionally to client service requests by phone and email.
• Answer questions about coverage, policy details, billing, and changes.
• Build strong, long-term client relationships that support retention.

• Issue certificates of insurance (COIs) accurately and quickly.
• Process endorsements and policy changes, such as adding or removing drivers, vehicles, employees, locations, or additional insureds.
• Coordinate with insurance carriers to complete policy changes.
• Confirm that all changes are reflected correctly in the client's policy records.

• Gather client and business information needed for quotes.
• Prepare and submit quotes for workers' compensation, commercial, and personal lines policies.
• Present quote options to clients and answer questions.
• Enter new policies accurately into the agency management system.

• Manage upcoming renewals proactively to prevent lapses in coverage.
• Review renewal terms and remarket policies when needed.
• Communicate renewal options to clients and secure renewal decisions on time.
• Process renewals and update policy records.

• Enter and maintain accurate policy information in NowCerts and Momentum AMS.
• Prepare and send client invoices and track payments.
• Keep client files, documents, and notes organized and current.
• Follow up on outstanding items so nothing is missed.

• 2+ years of experience as an insurance Account Manager, Customer Service Representative, or in a similar policy servicing role.
• Hands-on experience with certificates, endorsements, quoting, renewals, service requests, policy entry, and invoicing.
• Strong knowledge of insurance policies, coverages, and carrier processes.
• Excellent spoken and written English, with a confident, professional phone presence.
• Strong attention to detail and accuracy with policy information and documents.
• Ability to manage a full book of accounts and many service requests at once.
• Ability to work independently and get up to speed quickly with minimal training.
• Comfortable learning new software quickly.
• Reliable high-speed internet connection and a quiet, dedicated remote workspace with a professional headset.
• Availability to work full-time, Monday–Friday.

• Experience with NowCerts or Momentum AMS.
• Experience with workers' compensation insurance.
• Experience with commercial lines and personal auto insurance.
• Experience working at an independent insurance agency.
• 5+ years of insurance account management experience (candidates with 10+ years are also welcome).
• An active insurance license.

Candidates should be comfortable working with or quickly learning:

• NowCerts
• Momentum AMS
• Insurance carrier portals
• Certificate of insurance tools
• Email and phone systems
• Google Workspace / Microsoft Office

• A full Account Manager role with real ownership of client accounts.
• The chance to make an immediate impact at an independent agency.
• Work with established agency management tools, including NowCerts and Momentum AMS.
• A stable full-time remote position within a supportive team.

The ideal candidate is an experienced insurance account manager who can step in right away and keep clients well served from day one.

They know the work inside and out, from issuing certificates and processing endorsements to preparing quotes and managing renewals. They are responsive, accurate, and comfortable handling a full book of accounts without needing close supervision.

They communicate clearly with clients and carriers and keep every policy record up to date. Most importantly, they are dependable, organized, and committed to making sure clients stay covered and satisfied.

Success in this role will be measured by:

• Speed and accuracy in responding to client service requests.
• Turnaround time on certificates and endorsements.
• On-time renewals with no coverage lapses.
• Client retention rates.
• Accuracy of policy entry and invoicing.
• Number of quotes prepared and converted to policies.
• Client satisfaction and quality of interactions.