Personal Lines Insurance Account Manager; CSR

Evertree Insurance Personal Lines Account Manager (CSR) The Position

We’re looking for a passionate Insurance Account Manager to join our team. An Account Manager is required to keep up in a fast-paced industry and provide top‑notch service to clients, partners, and carriers. Problem‑solving skills and critical thinking are a must so that every interaction is pleasant, efficient and ends with the appropriate outcome. If you’re driven, passionate, goal‑oriented, and coachable, Evertree is the place for you.

• Keep up in this fast‑paced industry and service insurance policies, while maintaining client relationships
• Balance incoming inquiries from email, phone calls, and internal requests
• Notate client files effectively from an errors and omissions standpoint so a team member has sufficient information when taking over the file
• Recognize when to properly follow up with clients, carriers, and partners
• Analyze how to handle specific situations to avoid bigger issues
• Knowledge of multiple insurance carrier portals
• Maintain a positive attitude and be a team player

• Efficiency/organization
• Strong work ethic
• Calm under pressure
• Adaptability/coachability
• Enthusiasm
• Analytical skills
• Strong communication skills
• Tech savvy
• Openness to criticism
• Insurance license not required, but expected to be obtained within 90 days of employment

• Health, dental, vision, disability, and life coverages
• Paid time off
• Paid birth and bonding leave
• 401(k) with company match
• Team building and family‑friendly events

Evertree is a rapidly growing, independent insurance brokerage in the personal and commercial lines space that provides customized solutions to its producers and clients. Founded in 2022, Evertree is a team of industry experts and innovative thinkers who are determined to improve how insurance is sold and serviced while creating high‑paying jobs and positively impacting the communities we serve.

Evertree’s leadership team has 100+ years of experience across the insurance and financial services sectors. Evertree is backed by Integrum Holdings, one of the insurance industry’s most prominent private equity firms focused on partnering with technology‑enabled services companies. Our partners pull seasoned success to drive edge cutting‑edge operational growth strategies through vision and investment that will revolutionize the insurance industry.

Evertree is an equal opportunity at‑will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.