Questpro
Remote Commercial/Personal Lines Account Manager - California
Questpro, San Francisco, California, United States, 94199
Remote Commercial/Personal Lines Account Manager - California
Remote Commercial/Personal Lines Account Manager - California
1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Title:
Remote Account Manager – Insurance (EPIC Experience Required) Invoicing knowledge is highly preferred
Location:
Remote (Must reside in California)
Employment Type:
Temp-to-Hire
Schedule:
Full-time, Monday–Friday (open on start time prefer 8-5 or 9-6PST (but can be flexible)
Company:
Boutique Insurance Brokerage – California-based
About The Company
We are a well-established boutique insurance broker with a strong reputation for delivering white-glove service to our commercial and personal lines clients. We value team collaboration, client relationships, and deep expertise in the insurance space. As we grow, we're looking to add an experienced Account Manager to our team who shares our client-first mindset.
Position Overview
We are seeking a detail-oriented, self-motivated
Account Manager
with strong knowledge of the
EPIC agency management system . This is a
remote temp-to-hire
opportunity, ideal for someone who is comfortable working independently but collaboratively with a small, close-knit team.
Key Responsibilities
Manage day-to-day servicing of a book of commercial and/or personal lines accounts Handle policy renewals, endorsements, certificates, and client communications Work closely with producers and clients to ensure top-tier service and timely follow-ups Maintain accurate client records and documentation within EPIC Coordinate with carriers to secure quotes, bind coverage, and resolve issues Provide proactive account management and renewal strategy
Qualifications
3+ years of experience as an Account Manager in the insurance industry Proficiency with EPIC is required Strong knowledge of commercial and/or personal lines California P&C license preferred Excellent communication, follow-up, and time management skills Ability to thrive in a remote work environment
Why Join Us?
Work with a supportive, experienced team in a stable, growing agency Flexible remote work environment Opportunity for long-term hire with benefits Competitive hourly pay and potential for growth
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Insurance Referrals increase your chances of interviewing at Questpro by 2x Sign in to set job alerts for “Personal Line Account Manager” roles.
San Francisco, CA $22.00-$23.00 2 days ago Hayward, CA $60,000.00-$80,000.00 22 hours ago Appointment Customer Representative | Work From Home
Client Support Specialist - Greater San Francisco, CA area
San Ramon, CA $45,000.00-$60,000.00 3 weeks ago Remote Commercial/Personal Lines Account Manager – California
San Francisco, CA $50,000.00-$150,000.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Remote Commercial/Personal Lines Account Manager - California
1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Title:
Remote Account Manager – Insurance (EPIC Experience Required) Invoicing knowledge is highly preferred
Location:
Remote (Must reside in California)
Employment Type:
Temp-to-Hire
Schedule:
Full-time, Monday–Friday (open on start time prefer 8-5 or 9-6PST (but can be flexible)
Company:
Boutique Insurance Brokerage – California-based
About The Company
We are a well-established boutique insurance broker with a strong reputation for delivering white-glove service to our commercial and personal lines clients. We value team collaboration, client relationships, and deep expertise in the insurance space. As we grow, we're looking to add an experienced Account Manager to our team who shares our client-first mindset.
Position Overview
We are seeking a detail-oriented, self-motivated
Account Manager
with strong knowledge of the
EPIC agency management system . This is a
remote temp-to-hire
opportunity, ideal for someone who is comfortable working independently but collaboratively with a small, close-knit team.
Key Responsibilities
Manage day-to-day servicing of a book of commercial and/or personal lines accounts Handle policy renewals, endorsements, certificates, and client communications Work closely with producers and clients to ensure top-tier service and timely follow-ups Maintain accurate client records and documentation within EPIC Coordinate with carriers to secure quotes, bind coverage, and resolve issues Provide proactive account management and renewal strategy
Qualifications
3+ years of experience as an Account Manager in the insurance industry Proficiency with EPIC is required Strong knowledge of commercial and/or personal lines California P&C license preferred Excellent communication, follow-up, and time management skills Ability to thrive in a remote work environment
Why Join Us?
Work with a supportive, experienced team in a stable, growing agency Flexible remote work environment Opportunity for long-term hire with benefits Competitive hourly pay and potential for growth
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales and Business Development Industries Insurance Referrals increase your chances of interviewing at Questpro by 2x Sign in to set job alerts for “Personal Line Account Manager” roles.
San Francisco, CA $22.00-$23.00 2 days ago Hayward, CA $60,000.00-$80,000.00 22 hours ago Appointment Customer Representative | Work From Home
Client Support Specialist - Greater San Francisco, CA area
San Ramon, CA $45,000.00-$60,000.00 3 weeks ago Remote Commercial/Personal Lines Account Manager – California
San Francisco, CA $50,000.00-$150,000.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr