Property and Casualty Insurance Account Manager

We’re not just an HR provider. As a Professional Employer Organization (PEO), we help

businesses streamline operations by handling payroll and tax filings, workers’

comp, employee benefits, and accounting, all in one place. One partner. Total back-office

support.

We’re hiring a Property and Casualty Account Manager who thrives on accuracy, follow-through, and friendly professionalism. This role is about delivering white-glove service while getting the details exactly right. You’ll be the trusted point of contact for our Property & Casualty clients—handling policy servicing, renewals, endorsements, and billing questions with speed, accuracy, and empathy. You’ll anticipate needs, prevent errors, and make every interaction feel easy and reassuring, all while maintaining impeccable documentation and compliance.

• Serve as primary contact for personal and/or commercial P&C clients via phone, email, and portal
• Process policy changes (endorsements), certificates of insurance, evidence of insurance, binders, and IDs with zero-defect accuracy
• Manage renewals end-to-end: review coverage, identify gaps, gather required info, remarket when appropriate, and present options clearly
• Triage and assist with claims (FNOL), set expectations, coordinate with carriers, and keep clients informed
• Answer billing and coverage questions; research discrepancies and resolve issues promptly
• Document all client interactions and activities in the agency management system (AMS) to E&O standards
• Collaborate with producers/agents and carriers to ensure timely, accurate quotes, bind orders, and policy issuance
• Maintain up-to-date knowledge of carrier appetites, underwriting guidelines, and state regulations
• Identify appropriate cross-sell/upsell opportunities that genuinely benefit clients
• Contribute to process improvements that increase accuracy, speed, and client satisfaction

• You’re the kind of person who double-checks details because you care if it’s correct
• You’re calm, kind, and steady - especially when someone is stressed about a claim or coverage issue
• You’re organized and timely, and you know how to juggle multiple requests at once
• You communicate clearly (and can translate “insurance-speak” into normal human language)
• You’re comfortable working with sensitive information and treat confidentiality seriously
• You take ownership: when something’s unclear, you ask questions, find the answer, and close the loop
• You’re willing to learn - insurance has a learning curve, and we’ll support you through it

• 2+ years in a customer service or admin role (insurance, benefits, HR, or payroll experience is a plus)
• 2+ years experience in P&C insurance
• Strong written and verbal communication skills
• High attention to detail and comfort working in systems (portals, spreadsheets, ticketing/email queues)
• Ability to prioritize in a fast-paced environment while staying accurate
• Experience with claims intake/follow-up, COIs, enrollments/QLEs, or carrier portals is a plus

Based on Experience

• Health Benefits (including Vision and Dental)
• A team that’s fun to work with—and serious about doing excellent work