Commercial Insurance - Senior Account Service Manager

Recruiters & Staffers - We prefer to hire direct. Please do not solicit your services to any member of our organization. 

Interested Applicants - The hiring team for this position will handle all applicants and communications through our Applicant Tracking System. Resumes emailed direct to other members of our company will not be considered. 

Description:

Whiteboard Risk is seeking an experienced, licensed Senior Commercial Insurance Account Service Manager to join our growing service team.

In this role, you will act as a trusted advisor to clients by leading the onboarding experience, delivering high-touch midterm service, and helping insureds better understand their coverage throughout the policy lifecycle. This position is ideal for someone who brings strong technical insurance knowledge along with a proactive, relationship-driven approach to service.

As a Senior Account Service Manager, you will play a key role in creating a seamless and elevated client experience. From onboarding new accounts to supporting renewals, claims coordination, policy changes, and coverage discussions, you will ensure clients feel informed, supported, and confident in their insurance program. Our goal is not simply to respond to service needs, but to anticipate them and provide guidance before issues arise.

This role is critical to client retention and long-term account success. The service experience we provide is one of the primary ways Whiteboard stands apart, and we believe strong client relationships are built through responsiveness, expertise, and consistency.

At Whiteboard, we take a collaborative, team-based approach to account management. Our workflow is supported by specialized team members across Account Management, Customer Service/Assistant roles, Marketing, Claims, and Service Solutions. The Senior Account Service Manager will help lead the strategy and service approach for assigned accounts, using their experience to guide clients through coverage decisions and support internal coordination.

Key Responsibilities:

• Manage client onboarding and offboarding processes from start to finish
• Handle audits, claims activity, and service recommendations for assigned accounts
• Process mid-term policy changes, including officer updates, location or property changes, and exposure adjustments
• Respond to client questions related to coverage, policy changes, and service needs
• Review contracts and vendor requirements for certificate accuracy and insurance compliance
• Conduct pre-renewal discussions with clients and their full Whiteboard service team to evaluate exposures and coverage needs
• Keep internal team members informed of account changes throughout the policy term and renewal/marketing process
• Present renewal options and new business quotes prepared by the marketing team

Qualifications:

• Active California Property & Casualty License required
• 5+ years of experience in an Account Management or Customer Service Representative role within the insurance industry
• Proficiency with Microsoft Office applications
• Experience using Applied EPIC or a comparable agency management system
• Excellent verbal and written communication skills, with the ability to negotiate effectively
• Comfortable presenting information clearly and professionally to clients and internal stakeholders
• Solid understanding of insurance coverages and risk exposures across a range of industries

Compensation:

$80,000 – $100,000 yearly 

About Whiteboard Risk & Insurance Solutions

We are a modern commercial insurance agency with a very unique platform of services that helps businesses that struggle with workers ' compensation injuries. We've spent the last ten years honing our niche and developing a highly unique product that drives unrivaled results for clients.

We solve challenges that business owners typically don't even know exist until they meet us. It makes it difficult to get our foot in the door - but once we have the opportunity to educate them on Workers' Comp and how our platform resolves a number of common problems with their insurance, most of them wish they'd heard of this much sooner!

Employee Benefits:

• Competitive Compensation
• Monthly Health & Wellness Credit
• Employer-Sponsored Health Care Plan
• Retirement Plan with up to a 5% match
• Flexible Paid Time Off
• Training & Development Support