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Remote Insurance Account Manager Jobs in Indiana

The work model for the role is : #LI-Remote in the United States. This role is contributing to the ... Vision benefit * Company paid life insurance (2X base pay) * Company paid AD&D (1X base pay)

Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...

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Remote Insurance Account Manager information

What are the key skills and qualifications needed to thrive as a Remote Insurance Account Manager, and why are they important?

To thrive as a Remote Insurance Account Manager, you need a comprehensive understanding of insurance products, strong sales acumen, and typically a state insurance license. Familiarity with customer relationship management (CRM) software, digital communication platforms, and policy management systems is essential. Outstanding organization, self-motivation, and effective virtual communication skills help build client trust and manage accounts remotely. These skills and qualifications ensure you can efficiently serve clients, meet sales targets, and maintain high-quality service in a virtual environment.

How does a Remote Insurance Account Manager typically collaborate with underwriters and clients to ensure smooth policy servicing?

As a Remote Insurance Account Manager, you'll regularly coordinate with underwriters to clarify risk details, address policy changes, and ensure compliance with carrier guidelines. Communication is primarily conducted through email, video calls, and secure client portals, requiring strong organizational and digital communication skills. You'll also serve as the main point of contact for clients, guiding them through renewals, endorsements, and claims, while proactively resolving issues to maintain high client satisfaction. Effective remote collaboration tools and time management are key to managing multiple accounts efficiently.

What is a Remote Insurance Account Manager?

A Remote Insurance Account Manager is a professional who oversees insurance accounts and client relationships while working from a location outside of a traditional office, usually from home. They are responsible for managing client portfolios, addressing inquiries, processing policy renewals, and ensuring customer satisfaction through virtual communication channels. This role typically uses digital tools to handle documentation, meetings, and policy updates. Remote Insurance Account Managers must have strong communication, organizational, and customer service skills, as well as knowledge of insurance products and regulations.

What is the difference between Remote Insurance Account Manager vs Remote Insurance Customer Service Representative?

AspectRemote Insurance Account ManagerRemote Insurance Customer Service Representative
CredentialsLicenses, insurance certifications, experience in account managementBasic insurance knowledge, customer service skills, sometimes licensing
Work EnvironmentIndependently managing client accounts, sales, and renewalsHandling customer inquiries, policy info, and claims support
Employer & Industry UsageInsurance agencies, brokerages, carriersInsurance companies, call centers, agencies
Search & Comparison IntentManaging accounts, sales, client retentionCustomer support, policy info, claims assistance

The main difference is that Remote Insurance Account Managers focus on managing client accounts, sales, and renewals, requiring specific licenses and experience. In contrast, Remote Insurance Customer Service Representatives primarily handle customer inquiries and support, often with less specialized credentials. Both roles are vital in the insurance industry but serve different functions within the customer lifecycle.

What are popular job titles related to Remote Insurance Account Manager jobs in Indiana? For Remote Insurance Account Manager jobs in Indiana, the most frequently searched job titles are:
What cities in Indiana are hiring for Remote Insurance Account Manager jobs? Cities in Indiana with the most Remote Insurance Account Manager job openings:
Senior Account Manager, Brand Practice

Senior Account Manager, Brand Practice

Heritage Werks, Inc.

Indianapolis, IN • Remote

Other

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago


Job description

Who We Are

At Heritage Werks, we believe every story deserves to be preserved and shared. We partner with world-class brands, sports franchises, fashion icons, and mission-driven organizations to safeguard their most meaningful materials and bring them to life in ways that inspire connection.

We preserve history. We protect generational legacies. And we do it with care, purpose, and a forward-thinking approach-honoring the past while making it relevant for today and meaningful for the future.

Location: (Remote) Indianapolis, IN; Cincinnati, OH; Chicago, IL; New Jersey, New York, Connecticut - travel required for client visits/ meetings.

Role Overview

We are looking to hire a Senior Account Manager, Brand Practice, who will own and manage client accounts with a focus on relationship management, delivery excellence, and organic growth.

This role partners closely with the Managing Director, Brand Practice to shape account strategy, ensure strong performance, and deliver long-term client value.

What You'll Do

Client Ownership & Relationship Management

  • Serve as the primary point of contact for assigned Brand clients, owning day-to-day relationships and overall account performance.
  • Managing 10-15 accounts approximately at one time
  • Build and maintain strong relationships with key client stakeholders, ensuring high levels of satisfaction and trust
  • Lead client communications, including regular updates, reporting, and executive-ready presentations
  • Develop a deep understanding of client business objectives, brand positioning, and communication strategies

Account Strategy & Growth

  • Partner with the Managing Director to shape account strategy and identify growth opportunities
  • Drive retention and organic growth within assigned accounts
  • Support proposal development and present strategic recommendations to clients
  • Identify new opportunities and collaborate with internal teams to scope and develop solutions

Program Execution & Delivery

  • Oversee execution of client programs, ensuring alignment with strategy, timelines, and quality expectations
  • Coordinate cross-functional teams (archival, research, project management, creative, media, finance, billing)
  • Set and manage client expectations while aligning internal resources
  • Ensure quality control of deliverables prior to client delivery

Operational Leadership

  • Partner with internal teams to ensure work is tracked, aligned, and progressing efficiently
  • Proactively identify risks, gaps, and opportunities within accounts
  • Develop clear account briefs and internal updates to ensure alignment
  • Provide direction and context to teams to support successful execution

Requirements

What You'll Bring

  • Experience in a marketing agency, consulting, or client services environment
  • Proven track record of managing client relationships and delivering programs
  • Strong verbal and written communication skills, including client-facing presentations
  • Experience working across cross-functional teams
  • Ability to influence without direct authority
  • Ability to travel for business needs as per organizational requirements.

Key Competencies

  • Client Leadership: Owns client relationships and outcomes with accountability
  • Strategic Thinking: Connects client goals to actionable strategies
  • Relationship Building: Establishes trust and credibility with stakeholders
  • Execution Excellence: Drives high-quality, on-time delivery
  • Communication & Influence: Communicates effectively across stakeholders
  • Cross-Functional Collaboration: Aligns teams to deliver cohesive outcomes
  • Commercial Acumen: Identifies and drives growth opportunities
  • Organization & Prioritization: Manages multiple priorities with strong attention to detail

Success Metrics

  • Client retention and satisfaction across assigned accounts
  • Organic growth within managed accounts
  • Quality and consistency of delivery
  • Effectiveness of client communication and relationship management
  • Ability to successfully manage moderately complex accounts

Ways of Working

  • Operates as a primary account owner for assigned Brand clients
  • Partners closely with the Managing Director for strategic alignment
  • Works independently while escalating complex or high-risk situations as needed
  • Balances client needs, delivery execution, and growth opportunities
  • Maintains a proactive, accountable, and solutions-oriented approach

Impact

This role plays a critical part in strengthening client relationships and ensuring consistent, high-quality delivery across accounts, contributing directly to retention, growth, and the overall success of Brand Practice.

Benefits

  • Competitive salary
  • Comprehensive medical, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and holidays
  • Opportunities for professional growth and development

Equal Opportunity Employer

Heritage Werks is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.