Insurance Account Manager

Insurance Account Manager

Insight Global is assisting a client in identifying an Insurance Account Manager who will be responsible for managing day-to-day agency operations, supporting clients with policy changes, and coordinating directly with multiple insurance carriers. This individual will handle incoming calls, process endorsements, manage documentation, submit claims, and ensure clients receive accurate and timely support. The role requires strong familiarity with P&C insurance, the ability to operate within a management system (NowCerts), and confidence in evaluating client needs and coverage requirements.

Key Responsibilities

Handle inbound/outbound phone calls (10-30 calls/day) to assigned clients

Make policy changes, run endorsements, and process new business

Submit claims and assist clients with coverage questions

Send certificates of insurance and maintain accurate documentation

Work with multiple carriers for quotes, updates, and policy servicing

Utilize our management system, NowCerts, for all daily workflows

Maintain assigned book of business; outreach is limited to select clients

Support overall office operations as needed

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

Skills and Requirements

Required Qualifications

2+ years of experience in P&C insurance (flexible if highly skilled)

Active Iowa P&C License (appointed)

Strong understanding of foundational P&C concepts-must be able to explain basics clearly

Experience working with multiple carriers and familiarity with carrier products

Strong communication, organization, and problem-solving skills

Comfortable working in small-team environments Preferred Experience

Prior experience using NowCerts or similar agency management systems

Proven success in policy servicing, endorsements, COIs, and claim submissions

Background handling personal and/or commercial lines