Insurance Account Manager

ROCS Grad Staffing; Grand Rapids (MI); Remote; USD 42,000 - 64,000; Full time

Job summary

ROCS Grad Staffing is seeking a high-touch client service professional for a fully remote insurance operation. No prior insurance experience is required; we provide full training and will cover pre-licensing education and exam for a Property & Casualty license.

You’ll have a clear advancement path into account management with senior leadership access. Responsibilities include serving as the main contact for a dedicated client base, handling inquiries by phone and email, supporting renewal

Qualifications

• 2+ years of customer service in a professional, high-touch environment.
• Exceptional written and verbal communication; clear writing and confident speech.
• Ability to manage multiple priorities and client relationships simultaneously.
• Familiarity with CRM or client management software; quick to learn new platforms.
• Service-oriented mindset anticipating client needs beyond transactions.

Responsibilities

• Serve as a responsive, professional point of contact for a dedicated client base.
• Handle inbound inquiries via phone and email with urgency, accuracy, and warmth.
• Proactively reach out to clients regarding coverage updates and milestones.
• Process routine policy transactions with high attention to detail.
• Maintain client records and activity logs in the agency management system.
• Support Account Managers in preparing renewal packages and summaries.
• Coordinate with carriers and underwriters to resolve service issues.
• Participate in team standups and contribute to a collaborative service operation.
• Travel occasionally for onboarding and team meetings.

Skills

Customer service

Communication

Multi-tasking

CRM software

Tools

CRM software

Job description

You will be joining a specialized insurance operation that moves away from the traditional, once-a-year renewal model to build deep, ongoing relationships with business leaders. We are looking for a high-touch service professional who is ready to build a career in a niche, growing agency. No prior insurance experience is required; we provide full training and will cover all costs for your pre-licensing education and exam as you earn your Property & Casualty license. This role offers a genuine advancement path into account management for someone with a service-first mindset who thrives in a fast-paced environment. You will work in a fully remote environment with a competitive compensation package and direct access to senior leadership.

Responsibilities:

• Serve as a responsive, professional point of contact for a dedicated client base.
• Handle inbound inquiries via phone and email with urgency, accuracy, and warmth.
• Proactively reach out to clients regarding coverage updates, document requests, and policy milestones throughout the year.
• Process certificates of insurance, endorsements, and other routine policy transactions with high attention to detail.
• Maintain accurate client records and activity logs in our agency management system.
• Track open items and follow-up tasks to ensure nothing falls through the cracks for your clients.
• Support Account Managers in preparing renewal packages and coverage summaries.
• Coordinate with carriers and underwriters to resolve service issues efficiently.
• Participate in regular team standups and contribute to a collaborative service operation.
• Travel occasionally for team meetings and initial onboarding.

Requirements:

• 2+ years of customer service experience in a professional, high-touch environment.
• Exceptional written and verbal communication skills; you write clearly and speak confidently.
• Demonstrated ability to manage multiple priorities and client relationships simultaneously.
• Experience with CRM or client management software and comfort learning new platforms quickly.
• A service ethic that goes beyond transaction processing to anticipate client needs before they ask.
• Previous experience in professional services, financial services, or industries serving business clients is a plus.
• Familiarity with insurance terminology or exposure to agency operations is preferred but not required.