Company
Insurance
CustomerServiceAccountManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Service Account Manager. Skills: Customer success, Account management, Insurance products. Serve as primary point of contact. Manage commercial insurance products”
What You'll Achieve.
Maximize account value
Industry & Context.
Problem-solving abilities; Sound judgment
What They're Looking For.
Must Have
Bachelor's degree or equivalent, 3 years insurance industry experience, 2 years customer service experience, Obtain and maintain licensing
Nice to Have
Property & Casualty license, Excess & Surplus Lines insurance experience
What You'll Do.
Serve as primary point of contact
Manage commercial insurance products
Respond to client requests
Process policy transactions accurately
Manage premium billing activities
Manage accounts receivable processes
Manage policy servicing transactions
Provide timely responses
Ensure compliance with regulations
Identify coverage gaps
Identify emerging risks
Identify client needs
Communicate opportunities to underwriting
Support cross-selling initiatives
Support up-selling initiatives
Participate in special projects
Contribute to continuous improvement
How You'll Work.
Team & Collaboration
Internal teams; Underwriting teams; Collaborative environment; Team-oriented environment
Communication Scope
Client communication; Agent communication; Underwriter communication; Internal stakeholder communication
Full Job Description
## Accountabilities Serve as the primary point of contact for insured clients, agents, underwriters, and internal teams regarding policy servicing and account-related inquiries. Manage and support a wide range of commercial insurance products, including admitted and non-admitted business lines. Respond to client requests and questions through multiple communication channels, including phone, email, chat, text messaging, and self-service platforms. Process policy transactions accurately and maintain records within agency management systems. Manage premium billing activities, accounts receivable processes, and policy servicing transactions. Provide timely, professional, and accurate responses to both routine and complex insurance inquiries. Ensure compliance with applicable insurance regulations and surplus lines requirements. Identify potential coverage gaps, emerging risks, or client needs and communicate opportunities to underwriting or other internal teams. Support cross-selling and up-selling initiatives to strengthen client relationships and maximize account value. Participate in special projects and contribute to continuous improvement efforts within the customer service organization. Requirements Bachelor’s degree or an equivalent combination of education, training, and relevant professional experience. Minimum of 3 years of insurance industry experience, preferably within commercial lines. At least 2 years of customer service, account management, or client support experience. Property & Casualty insurance license preferred, or willingness and ability to obtain and maintain required licensing. Experience with Excess & Surplus Lines insurance is considered an advantage. Strong communication skills with the ability to effectively support clients, agents, and internal stakeholders. Excellent problem-solving abilities, sound judgment, and a strong sense of ownership and accountability. Ability to manage multiple priorities while maintaining accuracy, attention to
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