Companies Remote VA Property & Casualty Insurance Account Associate

About the role

Remote VA

Job Overview
We are seeking a detail-oriented and client-focused Property & Casualty Insurance Account Manager to manage and support a portfolio of commercial and/or personal insurance accounts. This role is responsible for maintaining strong client relationships, handling policy servicing, coordinating renewals, and ensuring accurate documentation while delivering excellent customer service.

Key Responsibilities

  • Manage day-to-day servicing of Property & Casualty (P&C) insurance accounts.
  • Assist clients with policy inquiries, endorsements, renewals, and coverage changes.
  • Review policies for accuracy and ensure all documentation is complete and compliant.
  • Coordinate with insurance carriers to obtain quotes, process applications, and resolve issues.
  • Prepare renewal proposals and follow up with clients to maintain retention.
  • Maintain organized and up-to-date client records in the agency management system.
  • Support new business processing and onboarding of clients.
  • Respond promptly to client requests via phone, email, and other communication channels.
  • Assist with claims follow-up and provide general guidance to clients when needed.

Requirements

  • Proven experience in Property & Casualty insurance or insurance account management (preferred).
  • Strong understanding of insurance terminology, coverage types, and policy structures.
  • Excellent communication and customer service skills.
  • High attention to detail and strong organizational abilities.
  • Ability to manage multiple accounts and deadlines in a fast-paced environment.
  • Proficiency in Microsoft Office and CRM/agency management systems.
  • P&C license (preferred or willingness to obtain).

Preferred Skills

  • Experience handling commercial or personal lines accounts.
  • Strong problem-solving and relationship-building skills.
  • Ability to work independently while collaborating with a team.
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