Commercial Insurance - Account Service Manager

Whiteboard Risk & Insurance Solutions•San Diego, CA

2d•$65,000 - $85,000•Remote

About The Position

Whiteboard Risk & Insurance Solutions is seeking a licensed Commercial Insurance Account Service Manager to join our service team in a fully remote capacity. This role is responsible for onboarding new clients and providing high-touch midterm service for existing accounts. Our Account Service Managers play a key role in building strong client relationships through proactive communication, thoughtful service, and a commitment to educating clients so they fully understand their insurance coverage. Our goal is to provide a true “white glove” service experience that differentiates us from traditional agencies. At Whiteboard, service is a team effort. Our workflow is structured so each team member can focus on their area of expertise. Account Service Managers collaborate closely with Customer Service Representatives, Marketing Managers, and Service Solutions Assistants to deliver exceptional service and maintain strong client retention.

Requirements

Active California Property & Casualty License.
Minimum of 2–3 years of experience in an Account Manager or Customer Service Representative role within commercial insurance.
Experience working with EPIC or a similar agency management system.
Experience working within the Microsoft 365 environment.
Strong written and verbal communication skills.

Responsibilities

Onboarding and offboarding clients.
Processing audits, claims, and recommendations for assigned clients.
Processing mid-term policy changes that require coverage knowledge, such as officer changes, property or location changes, exposure adjustments, and similar updates.
Fielding client coverage questions and coverage review requests.
Reviewing vendor contracts and certificates to ensure coverage accuracy.
Participating in pre-renewal exposure and coverage review meetings with the client’s full Whiteboard service team.