Insurance Account Manager

Company: ROARK
Location: Ladera Ranch
Posted on: February 18, 2026

Job Description:

Job Description Job Description Our client, a highly respected insurance brokerage, is seeking an Account Manager to join their growing Property & Casualty Division. This is a key client-facing role responsible for the day-to-day service and relationship management of assigned benefit accounts. The ideal candidate is a proactive, detail-oriented professional who thrives in a collaborative environment, takes initiative, and leads clients with confidence and care. If you're a “go-getter” with a strong work ethic and a passion for client service, this is an excellent opportunity to join a well-established agency with a strong reputation in the industry. Key Responsibilities Client Service & Relationship Management Serve as the primary point of contact for assigned accounts. Respond to client calls and emails promptly—same-day responses are expected. Proactively anticipate client needs and provide timely, accurate resolutions. Manage client expectations while building trusted relationships. Collaborate with Producers and Account Executives to ensure client satisfaction. Account Operations Manage onboarding, renewals, marketing, and proposal creation. Handle client documentation, contract review, and post-renewal account cleanup. Coordinate claims reporting, billing, receivables, and policy terminations. Maintain accurate client records within the Agency Management System (AMS). Support compliance and carrier policy adherence; attend carrier trainings as needed. Administrative & Project Support Organize and prioritize daily workflow using “to-do” lists and project tracking. Work on special projects and department initiatives as assigned. Travel occasionally for client meetings and events. Provide backup support to teammates when needed. Qualifications & Skills Minimum 3 years of experience as an Account Manager or equivalent role within a mid-to-large insurance agency or brokerage. Strong knowledge of employee benefits products, coverages, and markets. Proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat . Experience with agency management systems (EPIC preferred) . Exceptional organizational, communication, and interpersonal skills. Ability to manage multiple complex projects simultaneously and meet deadlines. Strong analytical and math skills; able to calculate rates, commissions, and percentages. Must be self-motivated, proactive, and thrive in a fast-paced professional environment.

Keywords: ROARK, Mission Viejo , Insurance Account Manager, Accounting, Auditing , Ladera Ranch, California