[Remote] Client & Account Manager - Commercial Insurance

Note: The job is a remote job and is open to candidates in USA. Fullsteam Insurance is a modern, technology-driven insurance brokerage and risk advisory firm serving small & medium sized, high-growth businesses. They are seeking a full-time Client & Account Manager who will manage client relationships, support agency operations, and ensure a seamless experience for every insured while also having opportunities to shape workflows and improve processes.ResponsibilitiesClient Service & Relationship ManagementManage client workflows including certificates of insurance, policy updates, endorsements, billing inquiries, and coverage questionsOwn and coordinate the renewal lifecycle to ensure timely, accurate executionDraft, prepare, and review client communications, proposals, and deliverablesSupport producers and CEO with underwriting data collection, quoting, and marketing submission prepMaintain accurate data across all management systems (NowCerts, MomentumAI, AMS360, etc.)Monitor and resolve accounting needs (invoices, payments, audits, monthly reporting)Improve internal workflows for efficiency, accuracy, and client experienceDocument procedures and help build scalable operational processesAssist CEO with scheduling, follow-ups, and key client touchpointsCollaborate with leadership on new technology development and internal toolsSupport intake and onboarding for new clients, policies, and producersIdentify opportunities for automation or workflow optimizationSkillsActive Property & Casualty Insurance License (P&C)Strong communication skills (written and verbal)Highly organized with sharp attention to detailAbility to manage multiple tasks and priorities in a fast-moving environmentResourceful, proactive, and able to work independentlyStrong customer service mindset with professional phone and email etiquette1–3 years of commercial lines experience at a brokerage or carrierExperience with NowCerts, AMS360, MomentumAI, or similar systemsExperience supporting producers or account executivesFamiliarity with startup clients, small business needs, or high-growth companiesBenefitsPerformance bonus structureCommission structure for new business (optional)Medical & dental insuranceRemote work environment (we have an office in Venice, CA)Flexible paid time off & flexible scheduleTechnology package (laptop, monitors, headset, etc.)Cell phone and workstation reimbursementTeam meals & offsites at company discretionHigh-growth environment with leadership pathOpportunity to help shape systems, processes, and cultureCompany OverviewWelcome to a better way of doing insurance and risk management. It was founded in 2020, and is headquartered in Venice, California, USA, with a workforce of 11-50 employees. Its website is http://www.fullsteam.io.