Insight Global
Job Description
Insight Global is assisting a client in identifying an Insurance Account Manager who will be responsible for managing day‑to‑day agency operations, supporting clients with policy changes, and coordinating directly with multiple insurance carriers. This individual will handle incoming calls, process endorsements, manage documentation, submit claims, and ensure clients receive accurate and timely support. The role requires strong familiarity with P&C insurance, the ability to operate within a management system (NowCerts), and confidence in evaluating client needs and coverage requirements.
Key Responsibilities
Handle inbound/outbound phone calls (10–30 calls/day) to assigned clients
Make policy changes, run endorsements, and process new business
Submit claims and assist clients with coverage questions
Send certificates of insurance and maintain accurate documentation
Work with multiple carriers for quotes, updates, and policy servicing
Utilize our management system, NowCerts, for all daily workflows
Maintain assigned book of business; outreach is limited to select clients
Support overall office operations as needed
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global’s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements Required Qualifications
2+ years of experience in P&C insurance (flexible if highly skilled)
Active Iowa P&C License (appointed)
Strong understanding of foundational P&C concepts—must be able to explain basics clearly
Experience working with multiple carriers and familiarity with carrier products
Strong communication, organization, and problem‑solving skills
Comfortable working in small-team environments
Preferred Experience
Prior experience using NowCerts or similar agency management systems
Proven success in policy servicing, endorsements, COIs, and claim submissions
Background handling personal and/or commercial lines
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Key Responsibilities
Handle inbound/outbound phone calls (10–30 calls/day) to assigned clients
Make policy changes, run endorsements, and process new business
Submit claims and assist clients with coverage questions
Send certificates of insurance and maintain accurate documentation
Work with multiple carriers for quotes, updates, and policy servicing
Utilize our management system, NowCerts, for all daily workflows
Maintain assigned book of business; outreach is limited to select clients
Support overall office operations as needed
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com. To learn more about how we collect, keep, and process your private information, please review Insight Global’s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements Required Qualifications
2+ years of experience in P&C insurance (flexible if highly skilled)
Active Iowa P&C License (appointed)
Strong understanding of foundational P&C concepts—must be able to explain basics clearly
Experience working with multiple carriers and familiarity with carrier products
Strong communication, organization, and problem‑solving skills
Comfortable working in small-team environments
Preferred Experience
Prior experience using NowCerts or similar agency management systems
Proven success in policy servicing, endorsements, COIs, and claim submissions
Background handling personal and/or commercial lines
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