Insurance Account Manager

AI overview

Support insurance operations by accurately processing applications, managing quote submissions, and maintaining comprehensive documentation while working efficiently in a fast-paced environment.

Job Title: Account Manager

Full-time Remote

Job Description:
We are seeking a detail-oriented and organized Account Manager to support our insurance operations. The role involves filling out applications and Acord forms, submitting quotes with underwriters via email, and managing quotes through online portals. The ideal candidate should have strong communication skills, attention to detail, and the ability to work efficiently in a fast-paced environment.

Responsibilities:

  • Complete and process insurance applications and Acord forms accurately.
  • Submit quote requests to underwriters via email and track responses.
  • Obtain quotes from online insurance portals and prepare comparative proposals.
  • Communicate with underwriters and clients to ensure timely processing of applications.
  • Maintain organized records and documentation of all submissions and quotes.

Requirements

  • Experience in insurance, underwriting support, or account management preferred.
  • Proficiency with Acord forms and insurance quoting portals.
  • Strong written and verbal communication skills.
  • Detail-oriented with excellent organizational skills.
  • Tools & Systems:
    • NowCerts (Agency Management System)
    • Online quoting portals for insurance carriers and wholesalers

remoteva.ph offers virtual assistant services to businesses, providing administrative and support solutions for enhanced efficiency.

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