[Remote] Client & Account Manager - Commercial Insurance

Note: The job is a remote job and is open to candidates in USA. Fullsteam Insurance is a modern, technology-driven insurance brokerage and risk advisory firm serving small & medium sized, high-growth businesses. They are seeking a full-time Client & Account Manager who will manage client relationships, support agency operations, and ensure a seamless experience for every insured while also having opportunities to shape workflows and improve processes.

Responsibilities

• Client Service & Relationship Management
• Manage client workflows including certificates of insurance, policy updates, endorsements, billing inquiries, and coverage questions
• Own and coordinate the renewal lifecycle to ensure timely, accurate execution
• Draft, prepare, and review client communications, proposals, and deliverables
• Support producers and CEO with underwriting data collection, quoting, and marketing submission prep
• Maintain accurate data across all management systems (NowCerts, MomentumAI, AMS360, etc.)
• Monitor and resolve accounting needs (invoices, payments, audits, monthly reporting)
• Improve internal workflows for efficiency, accuracy, and client experience
• Document procedures and help build scalable operational processes
• Assist CEO with scheduling, follow-ups, and key client touchpoints
• Collaborate with leadership on new technology development and internal tools
• Support intake and onboarding for new clients, policies, and producers
• Identify opportunities for automation or workflow optimization

Skills

• Active Property & Casualty Insurance License (P&C)
• Strong communication skills (written and verbal)
• Highly organized with sharp attention to detail
• Ability to manage multiple tasks and priorities in a fast-moving environment
• Resourceful, proactive, and able to work independently
• Strong customer service mindset with professional phone and email etiquette
• 1–3 years of commercial lines experience at a brokerage or carrier
• Experience with NowCerts, AMS360, MomentumAI, or similar systems
• Experience supporting producers or account executives
• Familiarity with startup clients, small business needs, or high-growth companies

Benefits

• Performance bonus structure
• Commission structure for new business (optional)
• Medical & dental insurance
• Remote work environment (we have an office in Venice, CA)
• Flexible paid time off & flexible schedule
• Technology package (laptop, monitors, headset, etc.)
• Cell phone and workstation reimbursement
• Team meals & offsites at company discretion
• High-growth environment with leadership path
• Opportunity to help shape systems, processes, and culture

Company Overview