Account Manager - Commercial Insurance

Fullsteam Insurance is a modern, technology-driven insurance brokerage and risk advisory firm serving high-growth businesses, venture-backed companies, and innovative operators. We combine advisory expertise with proprietary technology to create an insurance experience that is fast, thoughtful, and obsessively client-focused. We are growing quickly and looking for a full-time Account & Operations Manager who is proactive, organized, and excited to build alongside us. This role is ideal for someone who wants to elevate their career, take ownership, and grow into a leadership position within a high-trajectory agency. This person will work directly with the CEO and collaborate across all functions — client service, producers, operations, and technology.

Role Overview

You will be responsible for managing client relationships, supporting agency operations, and ensuring a seamless, white-glove experience for every insured. You will be the backbone of our service team, handling renewals, certificates, quoting support, policy changes, and data accuracy across our systems.

As a core early hire, you will also have opportunities to shape workflows, improve processes, and influence how we scale as a business.

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

Qualifications

Required

• 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

Preferred

• 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 & Compensation

Compensation Range: $70,000 – $90,000 (Based on experience, credentials, and skill set)

Benefits Include:

• Performance bonus structure
• Commission structure for new business (optional)
• Medical & dental insurance
• Remote work environment
• 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

Why Join Fullsteam?

• You’ll work directly with the founder/CEO — no bureaucracy
• You’ll have ownership, autonomy, and a voice in shaping a fast-growing agency
• You’ll be joining early, where your impact is meaningful and visible
• You’ll grow your career faster here than at any traditional agency
• You’ll be part of a modern, technology-forward insurance firm that’s redefining the client experience