Customer Account Executive

Job Description

Job Description

Job Summary

• The Customer Account Representative serves as a key member of our client service team, supporting commercial insurance clients and internal staff. This individual will be responsible for servicing existing accounts, managing policy changes, processing certificates of insurance, assisting with renewals, coordinating with insurance carriers, and ensuring an exceptional client experience.

• The ideal candidate is detail-oriented, proactive, technology-savvy, and committed to delivering fast, accurate service.

Key Responsibilities

Client Service & Account Support

• Respond to client inquiries regarding policies, coverage, billing, certificates, and endorsements.

• Process policy changes, endorsements, cancellations, and reinstatements.

• Prepare and issue Certificates of Insurance (COIs).

• Assist clients with claims reporting and carrier communications.

• Maintain accurate client records within the agency management system.

• Follow up on outstanding client requests and carrier requirements.

Policy & Renewal Management

• Support the renewal process by gathering underwriting information and renewal documentation.

• Review policies for accuracy and completeness.

• Assist Account Managers and Producers with renewal preparation.

• Coordinate with insurance carriers and underwriters regarding policy servicing needs.

• Track policy expiration dates and service timelines.

Administrative & Operational Support

• Maintain electronic client files and documentation.

• Prepare proposals, applications, and supporting insurance documents.

• Assist with new business submissions and onboarding activities.

• Monitor service requests to ensure timely completion.

• Support internal process improvement initiatives and agency workflows.

Client Experience

• Deliver responsive, professional, and accurate customer service.

• Build strong relationships with clients, carriers, and internal team members.

• Help maintain our reputation for clear communication, honest guidance, and exceptional service.

Qualifications Required

• 2+ years of customer service or insurance agency experience.

• Strong written and verbal communication skills.

• Excellent organizational and time management abilities.

• Ability to manage multiple priorities in a fast-paced environment.

• Proficiency with Microsoft Office Suite and CRM/agency management systems.

• High attention to detail and commitment to accuracy.

Preferred

• Property & Casualty Insurance License (or ability to obtain within 90 days).

• Experience with commercial insurance accounts.

• Experience processing Certificates of Insurance and policy endorsements.

• Knowledge of commercial insurance coverages and carrier relationships.

• Experience with Applied Epic, HawkSoft, AMS360, or similar agency management platforms.

• What Success Looks Like

• Client requests are handled quickly and accurately.

• Certificates, endorsements, and policy changes are completed efficiently.

• Renewals are organized and proactive.

• Producers and Account Managers receive strong operational support.

• Clients consistently receive the responsive service that differentiates.

• Compensation & Benefits

• Competitive salary based on experience.

• Full range of Benefits

• Paid time off and holidays.

• Professional development and licensing support.

• Growth opportunities within a rapidly expanding organization.

• Collaborative, team-oriented work environment.

Benefits:

• 401(k)

• Dental insurance

• Health insurance

• Health savings account

• Life insurance

• Paid time off

• Vision insurance

Work Location: Hybrid remote in Denver, CO

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.