Remote Insurance Accounts Manager

Freedom Insurance Services; California (MO); Remote; USD 40,000 - 55,000; Full time

Job summary

A leading insurance brokerage is seeking a detail-oriented individual to enhance operations and customer service. This full-time remote position requires a Property & Casualty Insurance License and offers opportunities for growth and collaboration with a dynamic team.

Qualifications

• Prior experience in Personal Lines and/or Commercial Lines Insurance.
• Strong organization and project management skills.

Responsibilities

• Assist with day-to-day operations and customer support.
• Handle Certificates, Billing, quoting, and endorsements.

Skills

Customer Service

Project Management

Marketing

Organization

Education

Property & Casualty Insurance License

Job description

We're looking for a smart, efficient, detail-oriented jack / jill-of-all-trades to make the most-loved Insurance Brokerage (that's us) run more smoothly. You are the candidate of our dreams, and we want you.

And best of all, you can work remotely.

WHAT YOU'LL BE DOING

You will assist with the day-to-day operations, including but not limited to:

1. Customer Service / Support
2. Policy Retention
3. New Business Sales
4. Emails, phone calls, and other communications

Scheduling, networking, and follow-ups

and more... You will interact with all areas of the company to help us work more efficiently and meet our goals.

YOUR RESPONSIBILITIES :

Our Customer Support team handles most Certificates, Billing, quoting, and basic endorsements. Your focus will be on the IMPORTANT Stuff.

About You

You understand the value of hard work. You crave responsibility, are entrepreneurial, eager to make things happen, and want to work with smart, respectful colleagues. Great ideas and strong opinions are welcome!

You are creative, productive, obsessive, decisive, and scrappy. You finish what you start.

You are highly organized. You love color-coded spreadsheets, managing projects, and completing to-do lists.

You are business-minded, social-media savvy, and have a knack for marketing. You seek a challenge. Whether you're young or old, experienced or new, if you're ready to go, we're ready to teach, train, and help you grow.

Your work matters to you deeply. You wouldn't have it any other way.

REQUIREMENTS

You must have a Property & Casualty Insurance License and prior experience working for an Independent Insurance Agency in Personal Lines and/or Commercial Lines Insurance.

HOW TO APPLY

This is a full-time position. While headquartered in San Luis Obispo, CA, we are open to candidates across California, and relocation is not required. You will have the flexibility to work from home. The position starts as soon as we find the right person.

Write us a note explaining why you're the one. Share as much as you can about yourself—what makes you awesome.

Attach a resume and links to your Facebook profile, blog, or other relevant work. Acceptable formats: PDF, JPG, TXT, RTF.

If you sound like a good fit, we'll be in touch quickly!

P.S. Apply soon. We're eager to meet you! :)