Insurance Account Manager

Hiring: Full-time Insurance Account Manager - Remote - $9,600 - $13,200/yr

About the Client

• Masters of Insurance – Independent insurance agency with 10+ years of success, serving contractors and SMBs
• Commercial Insurance Experts – Focused on commercial lines, renewals, and compliance-heavy servicing
• Licensed Across the West – Serving CA, AZ, NV, TX, and more, with a $3M+ operation and clear plans to scale
• Lean Team, Strong Synergy – 100% remote crew built on trust, communication, and mutual support
• Culture of Care & Pride – Growth-focused, people-first, and passionate about doing great work every day

About WeAssist

• Led by a Founder Who Cares – Reef Colman built WeAssist to empower individuals and create meaningful opportunities that support families.
• Fast & Purposeful Recruiting – We move quickly but prioritize long-term fit, stability, and growth over just filling roles.
• Connecting Global Talent – With 100+ outsourced professionals and growing, we link top talent worldwide with thriving US businesses.
• Giving Back Matters – From building schools to feeding the homeless, we believe true success means making a difference.
• An Inclusive & Thriving Culture – Your skills and unique gifts matter. We create an environment where outsourced professionals don’t just work—they grow.

Key Responsibilities of the Insurance AM

• Market Shopping & Quoting
• Renewal Management
• Administrative & Data Management
• Client & Carrier Communication
• Financial & Audit Support
• Internal Collaboration

Additional Information:

Review this Doc first!

How to Prepare for the Recruiting Process -

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Why Are They Hiring an Insurance Account Manager?

Our client is hiring an Insurance Account Manager to support the backend of their commercial insurance operations. As policy volume grows and renewals increase, agents need a reliable partner to manage market shopping, renewals, documentation, and carrier coordination. This role exists to ensure policies are quoted accurately, renewed efficiently, and bound on time, so agents can focus on relationships while clients stay protected.

If you enjoy detail-driven work, commercial insurance workflows, and being the steady backbone behind successful agents, this role offers long-term stability and growth.

Qualifications

Must-Haves:

• Strong Commercial Insurance Knowledge – Experience with P&C, commercial auto, or contractor-focused insurance
• Quoting & Market Shopping Experience – Ability to work with multiple carriers, compare options, and support agents with proposals
• CRM & Systems Proficiency – Experience working in insurance CRMs and maintaining clean, accurate records
• Exceptional Attention to Detail – Accuracy matters; you’re thorough with applications, endorsements, and documentation
• Highly Organized & Efficient – Able to manage multiple policies, deadlines, and carrier follow-ups without dropping the ball

Nice-to-Haves:

• Construction or Contractor Insurance Experience – Strong plus
• Active Property & Casualty License – Preferred but not required
• Underwriter Coordination Experience – Familiarity handling back-and-forth with carriers on loss runs, audits, or clarifications
• Apple Ecosystem Familiarity – Preferred (Numbers, Pages, iMessage), but adaptable problem-solvers are welcome

Responsibilities of the Insurance Account Manager:

Your responsibilities include:

Market Shopping & Quoting

• Shop insurance policies with multiple carriers for new business and renewals
• Enter client data into online rating systems and carrier applications
• Review and compare multiple quotes to identify the best 1–3 options for agents
• Coordinate with underwriters to resolve missing information or clarifications
• Negotiate terms and pricing with carriers when possible
• Bind coverage once proposals are approved and signed

Renewal Management

• Manage and process 30–150 policy renewals per month
• Send renewal questionnaires to confirm changes in operations, payroll, or risk
• Identify exposure changes and update applications accordingly
• Ensure renewals are completed accurately and on time to maintain high retention

Administrative & Data Management

• Complete and review insurance applications and supporting documents
• Maintain accurate records in the CRM and shared file systems
• Ensure all accounts are current, organized, and running smoothly on the backend

Client & Carrier Communication

• Handle client communication primarily via email
• Relay questions between underwriters and insureds regarding losses or documentation
• Send proposals via DocuSign and follow up on unsigned documents
• Call clients as needed to ensure policies are bound before expiration

Financial & Audit Support

• Assist with premium collection, invoicing, and finance agreements
• Support workers’ compensation audits by gathering payroll and compliance documents
• Step in to help when clients are unresponsive to carrier audit requests

Internal Collaboration

• Work closely with one or two assigned agents based on workload
• Participate in cross-training to support the team as needed
• Communicate internally using messaging and phone systems

Want to Know More About the Client?

Our client is a modern-day trailblazer in the world of commercial insurance, serving contractors and small-to-medium businesses for over a decade across California, Arizona, Nevada, Texas, and beyond. With a laser-sharp focus on compliance, renewals, and risk management, they’ve built their reputation on delivering boutique-style service with big-league results. From the high-stakes world of construction coverage to personalized risk consultancy, this lean, powerhouse agency brings clarity and confidence to its clients insurance decisions.

Their mission? To simplify the complex, protect what matters, and scale smartly—without ever losing their human touch. Their remote team is tight-knit, upbeat, and motivated by one simple rule: take care of the customer, take care of each other, and take pride in your day’s work.

Culture and Core Values:

The team believes great insurance work happens behind the scenes—through consistency, accuracy, and care. They value teammates who are dependable, proactive, and respectful in how they communicate with both clients and carriers. Here’s what matters to them:

• Integrity First – Making responsible decisions that protect clients and the business
• Customer Care – Taking the time to truly support and protect clients
• Positivity – Showing up with a solution-oriented, upbeat attitude

Together, these values build the foundation for a team that shows up with heart, hustle, and a mindset for continuous growth.

What’s in it for you?

Joining this client means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to:

• Long-Term Stability – A full-time role with consistent workload and steady renewal volume
• Growth-Driven Compensation – Clear opportunity for raises tied to efficiency, accuracy, and retention performance
• Process Ownership – Be trusted to manage renewals, quoting, and backend servicing end-to-end
• 100% Remote Work – Work from home with a predictable schedule aligned to U.S. business hours
• Skill & Career Development – Grow deeper expertise in commercial insurance, carrier negotiations, and renewals
• Path to Client-Facing Work – Opportunity to present quotes and speak directly with clients as trust is established
• Agent Partnership – Work closely with assigned agents who rely on your expertise and follow-through
• No Sales Pressure – Support-focused role without commission stress or cold outreach
• Room to Grow – Long-term potential for expanded responsibilities, incentives, and leadership opportunities

Your next big opportunity starts here—ready to take the leap? 🚀

Perks:

• 13th Month Bonus
• Permanent work-from-home / remote set-up
• Health insurance
• Dental insurance
• Mental health insurance
• Great starting salary
• Growth opportunity
• Performance-based raises
• Prizes and bonuses

Specifics:

Time

• Full-time; 9 AM - 5 PM PST Timezone
• This is a remote position so you can have the freedom to work from anywhere

Miscellaneous

• Attire - business casual when in meetings
• Professional setup (Pains me I need to write this down… 👀)
• Clean background
• Good camera
• Good microphone
• Strong wifi

Tech Stack

• CRM Systems: Experience with any commercial insurance CRM
• Veruna is highly preferred
• Communication & File Sharing: iMessage, Numbers, Pages (preferred); flexibility to handle file compatibility across systems
• Productivity Tools: G-Suite (Gmail, Google Drive, Docs, Sheets, Calendar)
• e-Signatures: DocuSign or similar tools
• Project Tracking: Familiarity with spreadsheets and internal logging systems for tracking payments, endorsements, and renewals

System Requirements:

• Ideally an Apple user —their team often works with iMessage, Numbers, and Pages, and Mac compatibility makes daily work and file sharing smoother. If you’re on Windows, no problem—just show us you can find smart, reliable workarounds.

Compensation

• Fixed Rate $9,600 - $13,200/yr