Commercial Insurance Account & Operations Manager
14 days ago
Los Angeles
Job Description 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. 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, • 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, • 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 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, • 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 experienceCompany DescriptionFullsteam 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 technologyFullsteam 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. \r\n\r\nWe 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