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.
Responsibilities
- Client Service & Relationship Management
- Manage client workflows including certificates of insurance, policy updates, endorsements, billing inquiries, and coverage questions
- Own and coordinate the renewal lifecycle to ensure timely, accurate execution
- Draft, prepare, and review client communications, proposals, and deliverables
- Support producers and CEO with underwriting data collection, quoting, and marketing submission prep
- Maintain 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 experience
- Document procedures and help build scalable operational processes
- Assist CEO with scheduling, follow-ups, and key client touchpoints
- Collaborate with leadership on new technology development and internal tools
- Support intake and onboarding for new clients, policies, and producers
- Identify opportunities for automation or workflow optimization
Skills
- Active Property & Casualty Insurance License (P&C)
- Strong communication skills (written and verbal)
- Highly organized with sharp attention to detail
- Ability to manage multiple tasks and priorities in a fast-moving environment
- Resourceful, proactive, and able to work independently
- Strong customer service mindset with professional phone and email etiquette
- 1–3 years of commercial lines experience at a brokerage or carrier
- Experience with NowCerts, AMS360, MomentumAI, or similar systems
- Experience supporting producers or account executives
- Familiarity with startup clients, small business needs, or high-growth companies
Benefits
- Performance bonus structure
- Commission structure for new business (optional)
- Medical & dental insurance
- Remote work environment (we have an office in Venice, CA)
- Flexible paid time off & flexible schedule
- Technology package (laptop, monitors, headset, etc.)
- Cell phone and workstation reimbursement
- Team meals & offsites at company discretion
- High-growth environment with leadership path
- Opportunity to help shape systems, processes, and culture
Company Overview
Welcome 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.