OPT Insurance Account Manager Jobs
Insurance Account Manager roles are open to F-1 OPT students with degrees in business, finance, risk management, or a related field. Most positions qualify as specialty occupations, making them strong candidates for H-1B visa sponsorship. Your 12-month OPT window, or 24-month STEM extension if eligible, gives you real runway to build a client book and prove your value.
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Get Access To All JobsGENERAL DESCRIPTION OF POSITION
The AR Insurance Account Manager I sells and services new and existing accounts. This position performs sales and service functions for targeted market programs and the sale of additional coverages as assigned by performing the duties listed below.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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Performs the functions of a CSR to include initiating and follow-up with customers and carriers to sell or resolve problems, answer questions, correspondence and reports. This duty is performed daily, about 10% of the time.
-
Prepares, processes, reviews and monitors various documents such as premiums, coverage of risk, policies, renewals, claims, applications, changes, endorsements, binders, contracts, etc. This duty is performed daily, about 10% of the time.
-
Contacts current and prospective customers to sell and explain coverage gaps, and solicitation of new business within market area. This duty is performed daily, about 10% of the time.
-
Prepares and presents proposals, quotes and recommends coverages based on customer needs and sales of appropriate coverages. This duty is performed daily, about 20% of the time.
-
Assists customer and arranges payment terms in accordance with established guidelines. This duty is performed daily, about 10% of the time.
-
Prepares and calculates premiums, invoicing, commissions and other accounting related functions. This duty is performed daily, about 28% of the time.
-
Creates and maintains computer files and suspense for follow-up action. This duty is performed daily, about 10% of the time.
-
Attends sales seminars, sales meetings. This duty is performed as needed, about 1% of the time.
-
Participates in company community events and civic meetings. This duty is performed as needed, about 1% of the time.
-
Completes required BSA/AML training and other compliance training as assigned. This duty is performed annually.
-
The ability to work in a constant state of alertness and in a safe manner.
-
Perform any other related duties as required or assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCE
Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience.
COMMUNICATION SKILLS
Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
CRITICAL THINKING SKILLS
Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
Ability to obtain an Arkansas Insurance License.
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS
Preferably already has an Arkansas Insurance License.
SOFTWARE SKILLS REQUIRED
- Advanced: Word Processing/Typing
- Intermediate: Contact Management, Database
- Basic: Accounting
WORKING CONDITIONS
Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting.
ENVIRONMENTAL CONDITIONS
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
While performing the functions of this job, the employee is continuously required to sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; regularly required to stand, walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
ADDITIONAL INFORMATION
- Excellent computer Skills
- Ability to navigate multi insurance company web rating programs
- Excellent oral and written communication skills
- Complete required BSA/AML training and other compliance training as assigned
GENERAL DESCRIPTION OF POSITION
The AR Insurance Account Manager I sells and services new and existing accounts. This position performs sales and service functions for targeted market programs and the sale of additional coverages as assigned by performing the duties listed below.
ESSENTIAL DUTIES AND RESPONSIBILITIES
-
Performs the functions of a CSR to include initiating and follow-up with customers and carriers to sell or resolve problems, answer questions, correspondence and reports. This duty is performed daily, about 10% of the time.
-
Prepares, processes, reviews and monitors various documents such as premiums, coverage of risk, policies, renewals, claims, applications, changes, endorsements, binders, contracts, etc. This duty is performed daily, about 10% of the time.
-
Contacts current and prospective customers to sell and explain coverage gaps, and solicitation of new business within market area. This duty is performed daily, about 10% of the time.
-
Prepares and presents proposals, quotes and recommends coverages based on customer needs and sales of appropriate coverages. This duty is performed daily, about 20% of the time.
-
Assists customer and arranges payment terms in accordance with established guidelines. This duty is performed daily, about 10% of the time.
-
Prepares and calculates premiums, invoicing, commissions and other accounting related functions. This duty is performed daily, about 28% of the time.
-
Creates and maintains computer files and suspense for follow-up action. This duty is performed daily, about 10% of the time.
-
Attends sales seminars, sales meetings. This duty is performed as needed, about 1% of the time.
-
Participates in company community events and civic meetings. This duty is performed as needed, about 1% of the time.
-
Completes required BSA/AML training and other compliance training as assigned. This duty is performed annually.
-
The ability to work in a constant state of alertness and in a safe manner.
-
Perform any other related duties as required or assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCE
Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 12 to 18 months related experience and/or training, or equivalent combination of education and experience.
COMMUNICATION SKILLS
Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
CRITICAL THINKING SKILLS
Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
Ability to obtain an Arkansas Insurance License.
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS
Preferably already has an Arkansas Insurance License.
SOFTWARE SKILLS REQUIRED
- Advanced: Word Processing/Typing
- Intermediate: Contact Management, Database
- Basic: Accounting
WORKING CONDITIONS
Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting.
ENVIRONMENTAL CONDITIONS
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
While performing the functions of this job, the employee is continuously required to sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; regularly required to stand, walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
ADDITIONAL INFORMATION
- Excellent computer Skills
- Ability to navigate multi insurance company web rating programs
- Excellent oral and written communication skills
- Complete required BSA/AML training and other compliance training as assigned
See all 64+ OPT Insurance Account Manager Jobs
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Get Access To All JobsTips for Finding OPT Sponsorship as an Insurance Account Manager
Target regional and mid-size brokerages
Large national carriers often have rigid hiring pipelines that deprioritize OPT candidates. Regional brokerages and independent agencies tend to make faster decisions and are more willing to sponsor once you've demonstrated consistent account retention and growth.
Get licensed before you apply
Most states require a Property and Casualty or Life and Health license to work in this role. Passing your licensing exam before applying signals commitment and removes a common employer hesitation about onboarding someone who still needs to clear regulatory requirements.
Frame your OPT timeline around client relationship cycles
Insurance account managers typically renew client policies annually. Show employers your OPT window covers at least one full renewal cycle, giving them time to assess your performance before committing to H-1B visa sponsorship at the cap filing deadline.
Emphasize multilingual client service skills
Many brokerages actively seek account managers who serve non-English-speaking commercial or personal lines clients. If you speak Mandarin, Hindi, Spanish, or another language, lead with it. It differentiates you and creates a business case for sponsorship that goes beyond general performance.
Understand your OPT end date relative to H-1B cap deadlines
H-1B cap registrations open in March for an October 1 start. Map your OPT expiration against this calendar early. If timing is tight, ask whether the employer has used cap-exempt institutions or has prior experience bridging employees through the gap period.
Ask about sponsorship history during the offer stage
Before accepting an offer, ask directly whether the firm has sponsored H-1B visas before and whether they work with outside immigration counsel. A firm with no prior sponsorship experience may still be willing, but you want to surface that conversation before your OPT clock becomes urgent.
Insurance Account Manager OPT: Frequently Asked Questions
Does an Insurance Account Manager role qualify as a specialty occupation for H-1B purposes?
Insurance Account Manager positions generally qualify as specialty occupations when the role requires a bachelor's degree in business, finance, risk management, or a related field. Positions focused on complex commercial lines, employee benefits, or financial risk typically have the strongest case. Roles where any degree is accepted regardless of field face more scrutiny from USCIS, so the job description wording matters significantly.
Can I work as an Insurance Account Manager on OPT without a state insurance license?
Most states require a Property and Casualty or Life and Health producer license to actively sell or service insurance policies. You can legally work on OPT without one, but your employer will expect you to obtain it quickly after starting. Many candidates pass the licensing exam before their first interview to remove this as an obstacle in the hiring process.
Where can I find Insurance Account Manager jobs that are open to OPT candidates?
Migrate Mate is built specifically for F-1 OPT and visa-sponsored job seekers. You can browse Insurance Account Manager roles filtered by sponsorship willingness, saving you the time of filtering through postings that won't work for your authorization status. General job boards don't filter by OPT eligibility, which makes the search significantly less efficient.
Does my STEM OPT extension apply to Insurance Account Manager roles?
STEM OPT applies only to degrees on the official DHS STEM designated degree program list. Business administration and finance degrees are sometimes included, but insurance-specific or general management degrees often are not. Check your degree's CIP code against the STEM list on the DHS website to confirm eligibility before counting on a 24-month extension for this role.
How early should I start talking to employers about H-1B sponsorship when on OPT?
Raise it by the six-month mark of your OPT employment, ideally sooner. H-1B cap registration opens each March for an October 1 start date. If your OPT expires in mid-year and you miss the prior cap cycle, you could face a gap in work authorization. Employers who have sponsored before will understand the timeline; those who haven't will need time to engage immigration counsel and budget for fees.