Account Manager (Insurance)

TL;DR

Account Manager (Insurance): Supporting the Private Client personal lines team by managing day-to-day servicing, policy processing, and client communication for High-Net-Worth individuals with an accent on accuracy, compliance, and carrier relations. Focus on maintaining high standards of service, managing renewals, and ensuring efficient operations within the Applied Epic system.

Location: Remote, must be aligned with PST time zone

Salary: $65,000–$80,000 per year

Company

hirify.global is a trusted partner providing comprehensive risk management and insurance solutions to help businesses and individuals thrive.

What you will do

• Support Account Executives with daily servicing, including processing endorsements, renewals, and policy changes.
• Prepare client proposals, presentations, and coverage summaries.
• Maintain accurate records in Applied Epic to ensure full compliance.
• Liaise with carriers like AIG, Chubb, and PURE to obtain quotes and resolve service issues.
• Track outstanding underwriting requirements and policy documents.
• Respond to client inquiries regarding billing, coverage, and claims status.

Requirements

• Minimum 3 years of experience in personal lines insurance, preferably with High-Net-Worth clients.
• Hands-on experience with at least two of the following carriers: AIG, Chubb, Cincinnati, or PURE.
• Familiarity with the E&S (Excess & Surplus) market.
• Proficiency with Applied Epic agency management system.
• Excellent written and verbal communication skills.
• Strong organizational and multitasking abilities.

Culture & Benefits

• Comprehensive health, wellbeing, and retirement benefits.
• Paid time off and financial benefits.
• Robust learning and development programs.
• Reimbursement for job-related expenses.
• Inclusive culture that celebrates diversity and equity.