Insurance CSR/Account Manager

Remy Grey is a Scottsdale, AZ based insurance practice serving clients nationwide. We specialize in private client insurance solutions for successful individuals, families, and businesses. People are at the center of everything we dowe cherish our relationships and exist to protect our clients, their families, assets, lifestyle, and business endeavors. Their passion is our purpose.

We are a lean insurance agency exiting startup mode and building something intentional. Were a small team, and now we need an operations-minded account manager who will help us design how this business runs, not just follow instructions.

This is not a sit and service role.

This is for someone who wants to shape SOPs, influence workflow, and grow into a leadership seat as we build out a service team around you.

You will find that our team atmosphere is high-drive, supportive, lighthearted, and focused on collective success. If you are someone who finds satisfaction in solving problems, enjoys connecting with others, and wants to work in an environment where your voice is heard and your expertise is truly valued, you will fit right in with us. We are excited to find someone who shares our commitment to making every client feel supported and understood.

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Career Growth Opportunities

Hands on Training

Life Insurance

• Service and manage client accounts (renewals, endorsements, billing, policy changes)
• Maintain strong client relationships and proactive communication
• Identify inefficiencies and help develop better workflows and SOPs
• Collaborate with leadership on improving the agencys operations

• Prior insurance customer service or account management experience (non-negotiable) including active Arizona Property & Casualty Insurance License
• Youre already competent at the basics and now want more responsibility, not less.
• You think in terms of efficiency, systems, and improvements.
• Youre not looking for an easy job; you want to be challenged and trusted.
• You want to eventually lead people, not just manage accounts.
• Solid grasp of insurance policy structures and coverage nuances.
• Strong command of written and spoken English for clear documentation and client communication.
• High attention to detail when reviewing policy endorsements and renewals.
• Effectively plans work and meets deadlines.