Commercial Insurance - Senior Account Service Manager

Whiteboard Risk & Insurance Solutions

San Diego, CA, United States
$80,000 – $100,000 yearly; benefits: monthly healt...
On-site
Client onboarding and offboarding
Mid-term policy changes
Claims coordination
In this role, you will act as a trusted advisor to clients by leading the onboarding experience, delivering high-touch midterm service, and helping insureds better understand their coverage throughout the policy lifecycle

Job Summary

  • In this role, you will act as a trusted advisor to clients by leading the onboarding experience, delivering high-touch midterm service, and helping insureds better understand their coverage throughout the policy lifecycle.
  • The service experience we provide is one of the primary ways Whiteboard stands apart, and we believe strong client relationships are built through responsiveness, expertise, and consistency.
  • Employee Benefits: Competitive Compensation, Monthly Health & Wellness Credit, Employer-Sponsored Health Care Plan, Retirement Plan with up to a 5% match, Flexible Paid Time Off, Training & Development Support.

Matching Summary

In this role, you will act as a trusted advisor to clients by leading the onboarding experience, delivering high-touch midterm service, and helping insureds better understand their coverage throughout the policy lifecycle.

Salary

$80,000 – $100,000 yearly; Benefits: Monthly Health & Wellness Credit, Employer-Sponsored Health Care Plan, Retirement Plan with up to a 5% match, Flexible Paid Time Off

Skills & Requirements

Must-have

  • Client onboarding and offboarding
  • Mid-term policy changes
  • Claims coordination
  • Coverage discussions
  • Contract and vendor requirements review
  • Proactive relationship-driven approach

Nice-to-have

  • Trusted advisor to clients
  • Seamless and elevated client experience
  • Collaborative team-based approach
  • Anticipate service needs

Key Requirements

  • Active California Property & Casualty License
  • 5+ years of insurance account management experience
  • Proficiency with Microsoft Office
  • Experience with Applied EPIC or comparable system
  • Excellent verbal and written communication skills
  • Comfortable presenting to clients and stakeholders
  • Solid understanding of insurance coverages and risk exposures

Work Rights

Not specified

Tailored Resume

Cover Letter