Insurance Account Manager - DH

Overview

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

Our client is a Masters of Insurance – independent insurance agency with 10+ years of success, serving contractors and SMBs. They are commercial insurance experts focused on commercial lines, renewals, and compliance-heavy servicing. They are licensed across the West and operate with a lean, 100% remote team built on trust and collaboration. WeAssist is the recruiting partner.

Led by founder Reef Colman, WeAssist empowers individuals and creates meaningful opportunities. We assist US businesses in finding skilled remote workers and connecting them with good employers. WeSupport good causes and foster an inclusive, thriving culture.

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

✅ Qualifications

• Must-Haves:
  • Strong Commercial Insurance Knowledge – experience with P&C, commercial auto, or contractor-focused insurance
  • Quoting & Market Shopping – ability to work with multiple carriers and support proposals
  • CRM & Systems Proficiency – experience in insurance CRMs and accurate record-keeping
  • Exceptional Attention to Detail – accurate applications, endorsements, and documentation
  • Highly Organized & Efficient – ability to manage multiple policies, deadlines, and carrier follow-ups
• Nice-to-Haves:
  • Construction or Contractor Insurance experience
  • Active Property & Casualty license (preferred but not required)
  • Underwriter Coordination experience
  • Apple ecosystem familiarity (Numbers, Pages, iMessage) preferred but not required

• 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 quotes to identify best options for agents
  • Coordinate with underwriters to resolve missing information
  • Negotiate terms and pricing with carriers when possible
  • Bind coverage once proposals are approved
• Renewal Management
  • Manage and process 30–150 renewals per month
  • Send renewal questionnaires and update risk applications
  • Ensure renewals are completed accurately and on time
• Administrative & Data Management
  • Complete and review insurance applications and supporting documents
  • Maintain accurate CRM and file records
  • Keep accounts current and organized on the backend
• Client & Carrier Communication
  • Primary communication via email; relay questions between underwriters and insureds
  • Send proposals via Docu Sign and follow up on unsigned documents
  • Call clients to ensure bindings before expiration
• Financial & Audit Support
  • Assist with premium collection, invoicing, and finance agreements
  • Support workers’ compensation audits with payroll and compliance documents
  • Assist when clients are unresponsive to carrier audit requests
• Internal Collaboration
  • Work with one or two assigned agents based on workload
  • Participate in cross-training and internal communication

• Long-Term Stability – full-time role with steady renewal volume
• Growth-Driven Compensation – raises tied to efficiency, accuracy, and retention
• Process Ownership – manage renewals, quoting, and backend servicing end-to-end
• 100% Remote Work – work from home with a US business hours schedule
• Skill & Career Development – grow expertise in commercial insurance and renewals
• Path to Client-Facing Work – opportunity to present quotes and speak with clients
• Agent Partnership – collaborate with assigned agents
• No Sales Pressure – non-sales, support-focused role
• Room to Grow – potential for expanded responsibilities and leadership

• 13th Month Bonus
• Permanent remote work setup
• Health, Dental, and Mental Health insurance
• Great starting salary; growth opportunities
• Performance-based raises
• Prizes and bonuses

• Time:
  Full-time; 9 AM – 5 PM PST
• Remote position; freedom to work from anywhere
• Attire: business casual for meetings; professional setup with a clean background, good camera, good microphone, and strong wifi

$9,600 - $13,200 per year