Remote Insurance Account Manager

Naukri Mitra; United States; Remote; USD 77,000 - 95,000; Full time

Job summary

Naukri Mitra is seeking a Remote Insurance Account Manager to nurture client relationships and oversee policy servicing from a home-based setup. You will coordinate with carriers, manage endorsements and renewals, and translate complex policy terms into actionable guidance for clients.

Ideal candidates hold a Property & Casualty license, have 3+ years of insurance experience, and excel in remote collaboration using modern digital tools.

Qualifications

• Bachelor’s degree in Business, Finance, Risk Management, or related field is preferred.
• Active Property & Casualty Insurance license is required; additional licensing is a plus.
• Three years of client-focused insurance experience in remote settings is expected.

Responsibilities

• Act as the liaison for a portfolio of clients and build trusted, long-lasting relationships.
• Manage policy servicing tasks including endorsements, certificates, and renewals.
• Provide updates on industry trends, market changes, and new coverage opportunities.

Skills

3+ years insurance experience

Remote account management

Client relationship management

Time management

Attention to detail

Communication

Analytical thinking

Education

Bachelor’s degree in Business, Finance, Risk Management, or related

Active Property & Casualty Insurance license

Tools

AMS360

Applied Epic

Salesforce

HubSpot

Zoho CRM

Microsoft Excel

Microsoft Outlook

Google Workspace

Slack

Zoom

Job description

Remote Insurance Account Manager Position Overview

Are you a detail-oriented professional who thrives on delivering outstanding client experiences and possesses strong expertise in insurance operations? We seek a highly motivated Remote Insurance Account Manager to manage and grow relationships with our valued clients. This is your chance to thrive in a fully remote environment while playing a pivotal role in supporting policyholders and streamlining insurance service delivery. Your expertise will enhance client satisfaction, boost retention, and deliver efficient service in a digital-first landscape. This role offers a competitive annual salary of $85,931, empowering you to grow professionally while working from home. If you are driven by purpose, skilled in customer relations, and well-versed in the insurance industry, this role offers a platform for career advancement and impact.

Key Responsibilities

• Client Relationship Management Act as the dedicated liaison for a portfolio of clients, ensuring their insurance needs are met with accuracy and attentiveness. Cultivate trust-based, long-lasting partnerships with clients by offering consistent, valuable support. Proactively assess client coverage needs and suggest optimal insurance solutions to align with evolving risk profiles. Organize and participate in client review meetings, preparing strategic summaries to aid decision-making.
• Policy Administration Manage day-to-day policy servicing tasks, including endorsements, certificates of insurance, and claims follow-up. Coordinate with insurance carriers and internal teams to process changes, cancellations, and renewals. Oversee client onboarding by guiding them through initial policy terms and ensuring proper documentation. Maintain and update client records in agency management systems for accuracy and compliance.
• Strategic Communication Build a cadence of outreach for policy reviews, premium audits, and client education sessions. Serve as a bridge between clients and insurers, translating complex policy language into actionable insights. Resolve client inquiries swiftly, offering guidance on claims processes and policy utilization. Deliver regular client updates regarding industry trends, market changes, and new coverage opportunities.
• Risk Management Support Evaluate client risk exposures and provide proactive recommendations to minimize loss potential. Collaborate with underwriting teams to customize policy solutions based on individual client profiles. Monitor claim trends and help clients implement prevention strategies and training programs. Ensure clients understand their responsibilities and the scope of their coverage to reduce misunderstandings.

Work Environment

Remote-First Culture

Engage fully in a distributed team environment with robust digital communication tools. Work from a location of your choice, maintaining productivity with access to high-speed internet and secure systems. Participate in virtual team-building activities and knowledge-sharing forums to foster a connected culture.

Autonomy with Support

Manage your workload independently while having access to dedicated team leads and mentors for support. Utilize digital dashboards to track progress, deliverables, and KPIs aligned with your personal development goals. Receive regular feedback, guidance, and performance coaching to refine your skills.

Growth-Minded Team

Work alongside experienced insurance professionals who prioritize collaboration, innovation, and knowledge-sharing. Join a company encouraging learning, celebrating achievements, and promoting from within.

Preferred Tools & Technology

• AMS360, Applied Epic, or comparable insurance agency management systems
• CRM tools like Salesforce, HubSpot, or Zoho CRM for tracking interactions and opportunities
• Microsoft Office Suite, especially Excel for data tracking and reporting, and Outlook for email and calendar coordination
• Google Workspace (Docs, Sheets, Meet) for document collaboration and team communication
• Slack and Zoom for instant messaging, team calls, and asynchronous updates

Qualifications

• Education & Licensing A bachelor’s degree in Business, Finance, Risk Management, or a related discipline is preferred. Active Property & Casualty Insurance license required; additional licensing is a plus.
• Professional Experience At least three years of working in client-focused insurance roles such as policy coordination, underwriting, or a similar client-facing insurance role. Demonstrated experience in managing accounts remotely using digital tools and virtual platforms.
• Core Competencies Strong time-management and organizational abilities with a knack for detail and documentation. Clear and confident communicator—both written and verbal—with a service-oriented mindset. Analytical and solution-driven, with the ability to interpret data and make informed decisions. Adept in using modern technology to support client engagement and workflow automation. Self-starter with a commitment to meeting deadlines and exceeding client expectations.
• What You Bring to the Table Initiative and ownership—you're responding to tasks and actively seeking improvements. Resilience and adaptability in navigating changes, challenges, and diverse client scenarios. Commitment to client confidentiality, compliance, and maintaining industry ethics. Positive energy that uplifts team morale and inspires confidence in every interaction.

Why Join Us

Impactful Work

Make a tangible difference by helping protect the businesses and livelihoods of our clients. Contribute to strategic growth initiatives that improve service models and client satisfaction.

Career Development

Participate in skill-enhancing workshops, licensing programs, and leadership training. Access career coaching and mentorship opportunities that prepare you for advancement.

Work-Life Balance

Embrace a flexible schedule that respects your time and encourages mental wellness. Enjoy benefits for remote work, including technology stipends and wellness programs.

Collaborative Culture

Be part of a diverse, inclusive team that values every voice and idea. Celebrate milestones, birthdays, and achievements with virtual shout-outs and appreciation gifts.

Ready to Make a Meaningful Move?

This opportunity is your next step if you want to expand your impact in the insurance industry while working remotely. We value professionals who bring insight, integrity, and initiative to their work. As a Remote Insurance Account Manager, your influence will reach beyond policies—helping clients feel protected, informed, and empowered. and take the lead in shaping meaningful relationships and effective insurance strategies, all from the comfort of your home.

Building a Global Workforce:

Applications are open to professionals from the United States, Canada, United Kingdom, European Union, Australia, India, and many other international regions.