Customer Service Account Manager

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Customer Service Account Manager based in United States.

This role offers an excellent opportunity for a customer-focused insurance professional to join a fast-paced and collaborative service environment. As a key point of contact for clients, agents, and internal stakeholders, you will play a vital role in delivering exceptional policy support and ensuring a seamless customer experience. The position combines relationship management, problem-solving, policy administration, and sales support, providing exposure to a broad range of commercial insurance products. You will work closely with cross-functional teams while helping clients navigate policy-related inquiries and service requests. Ideal candidates are organized, proactive, and committed to delivering accurate and efficient solutions. This is a rewarding opportunity to contribute directly to customer satisfaction while building expertise across multiple insurance lines.

• 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 detail, and high service standards.
• Comfortable working in a collaborative, team-oriented environment while also operating independently.
• Proficiency with insurance systems, policy administration platforms, and standard business software applications.

Benefits

• Comprehensive medical, dental, and vision insurance coverage.
• Employee Assistance Program and wellness resources to support overall well-being.
• Flexible work arrangements, including remote work opportunities.
• Health Savings Account (HSA) with company contributions.
• Flexible Spending Accounts (FSA).
• Company-paid short-term and long-term disability coverage.
• Life insurance benefits.
• 401(k) retirement savings plan.
• Profit-sharing program and employee stock purchase plan.
• Generous paid time off, sick leave, and paid holidays.
• Floating holiday and paid volunteer time.
• Up to 12 weeks of paid parental leave.
• Tuition assistance and support for professional certifications and industry education.
• Access to company-sponsored conferences and career development programs.
• Employee discounts on travel, entertainment, and lifestyle benefits.
• Opportunities for internal advancement and long-term career growth.