Whiteboard Risk & Insurance Solutions

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

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 a highly organized and proactive Workplace Care Coordinator to join our remote team and support our injury response and workers' compensation operations. This role functions as the central coordination point for incoming incidents, helping ensure every case is routed, documented, and followed through efficiently from start to finish. Rather than performing clinical triage, this position focuses on dispatching resources, coordinating communication, and managing case flow across injured employees, clients, clinics, and internal teams. You will play a critical role in keeping cases moving—handling incoming calls and reports, coordinating technician dispatch, ensuring documentation is complete, and maintaining clear communication with all parties involved. This role is ideal for someone who thrives independently, enjoys managing multiple moving pieces, and takes pride in keeping operations organized and on track. Success in this position requires strong attention to detail, clear communication, and the ability to prioritize effectively. You’ll be a key part of ensuring our clients and their employees receive timely, coordinated support throughout the injury response process. Key Responsibilities: - Serve as the central intake point for new incidents, calls, and report-only submissions - Dispatch technicians, coordinate telephonic support, and escalate cases as needed - Enter, update, and maintain accurate case information and documentation in Salesforce - Track case progression from initial report through claim conversion - Ensure all required reporting forms and documentation are completed and properly filed - Communicate case updates, outcomes, and next steps to clients, claims managers, and internal teams - Monitor open items, follow up on outstanding tasks, and flag delays or issues for escalation - Coordinate scheduling, transportation, and follow-ups for injured employees - Track authorizations, referrals, and approvals, ensuring timely communication of updates - Support communication between employees, clinics, and internal teams - Assist employees with general questions and direct them to appropriate resources - Support client onboarding, training coordination, and ongoing account updates - Maintain organized records, including work status reports and supporting documentation - Assist with clinic coordination and provider availability as needed - Support internal teams with case setup, policy updates, and reporting requirements Qualifications: - 2+ years of experience in a dispatch, coordination, administrative, or operations-focused role - Experience in insurance, workers’ compensation, healthcare coordination, or a similar environment preferred - Strong organizational skills with the ability to manage multiple cases and priorities simultaneously - Clear and professional communication skills, both written and verbal - Detail-oriented with strong follow-through and accountability - Experience with Salesforce or similar systems preferred - Proficiency in Microsoft Office and standard business tools Compensation: $55,000 – $75,000 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

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Whiteboard Risk & Insurance Solutions is seeking a licensed Commercial Insurance Account Service Manager to join our service team in a fully remote capacity. This role is responsible for onboarding new clients and providing high-touch midterm service for existing accounts. Our Account Service Managers play a key role in building strong client relationships through: - Proactive communication - Thoughtful service - Commitment to educating clients on their insurance coverage Our goal is to provide a true “white glove” service experience that differentiates us from traditional agencies. At Whiteboard, service is a team effort. Our workflow is structured so each team member can focus on their area of expertise. Account Service Managers collaborate closely with: - Customer Service Representatives - Marketing Managers - Service Solutions Assistants to deliver exceptional service and maintain strong client retention. Responsibilities include: - Onboarding and offboarding clients - Processing audits, claims, and recommendations for assigned clients - Processing mid-term policy changes that require coverage knowledge, such as officer changes, property or location changes, exposure adjustments, and similar updates - Fielding client coverage questions and coverage review requests - Reviewing vendor contracts and certificates to ensure coverage accuracy - Participating in pre-renewal exposure and coverage review meetings with the client’s full Whiteboard service team Qualifications - Active California Property & Casualty License - Minimum of 2–3 years of experience in an Account Manager or Customer Service Representative role within commercial insurance - Experience working with EPIC or a similar agency management system - Experience working within the Microsoft 365 environment - Strong written and verbal communication skills Requirements - Compensation: $65,000 - $85,000 yearly 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