Account Manager Associate – Commercial Insurance

Jobtailor; Pleasanton (CA); Hybrid; USD 65,000 - 85,000; Full time

Job summary

Jobtailor seeks an experienced insurance account support professional in Pleasanton, CA to provide administrative and client-facing services for the account team, producers, and assigned accounts.

The role requires handling policy administration, renewals, underwriting information, and billing tasks while maintaining technical competence and high service levels. A hybrid in-office/remote setup may be involved.

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active property & casualty licensing.
• Professional designation preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma (or equivalent).

Responsibilities

• Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts.
• Work with minimal direction from an Account Manager, Account Executive, or Producer while meeting production and quality standards.
• Safeguard against liability associated with errors and omissions.
• Resolve moderately complex customer service problems independently.
• Manage smaller-sized or less complex accounts.
• Maintain technical competence and industry expertise.
• Assist in directing day-to-day activities and workflow of support staff.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research and gather underwriting information.
• Perform loss run analysis and prepare submissions.
• Evaluate and negotiate coverages and pricing.
• Prepare and present proposals, bind coverage, and follow up for policy issuance.
• Process tasks accurately within required timeframes.
• Assist in reviewing contracts for proper coverage.
• Monitor delinquent accounts and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms.
• Monitor activity/suspense for timely completion.
• Communicate workload status and issues to the account team.
• Deliver excellent service and proactively anticipate client needs.
• Follow company policies and procedures.
• Adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Skills

Customer Service Experience

Property & Casualty Licensing

Insurance Brokerage Knowledge

Analytical Problem-Solving Skills

MS Office Proficiency

Education

High School Diploma

Tools

MS Office

Agency Management Systems

Carrier/Vendor Platforms

Job description

Responsibilities

• Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts
• Work with minimal direction from an Account Manager, Account Executive, or Producer while meeting production and quality standards
• Safeguard against liability associated with errors and omissions
• Resolve moderately complex customer service problems independently
• Manage smaller-sized or less complex accounts
• Maintain technical competence and industry expertise
• Assist in directing day-to-day activities and workflow of support staff
• Handle customer service requests, policy administration, billing, claims, and coverage analysis
• Manage policy expirations and renewals
• Conduct client research and gather underwriting information
• Perform loss run analysis and prepare submissions
• Evaluate and negotiate coverages and pricing
• Prepare and present proposals, bind coverage, and follow up for policy issuance
• Process tasks accurately within required timeframes
• Assist in reviewing contracts for proper coverage
• Monitor delinquent accounts and collect outstanding balances
• Maintain agency management systems and carrier/vendor platforms
• Monitor activity/suspense for timely completion
• Communicate workload status and issues to the account team
• Deliver excellent service and proactively anticipate client needs
• Follow company policies and procedures
• Adopt best practices to improve individual and team performance
• Demonstrate integrity and leadership

Requirements

• 7+ years of customer service experience in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Required active property & casualty licensing
• Professional designation preferred
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)
• Hybrid work arrangement of 1-2 days in the Pleasanton, CA office may be required
• Dedicated, distraction-free workspace for remote work
• 30-minute phone screen, online assessments, and interview(s)

Core Competencies

Demonstrates extensive customer service expertise in the insurance industry, with strong analytical and problem-solving skills. Proficient in managing accounts, policy administration, and maintaining technical competence while delivering exceptional service.

Highest-signal resume keywords

• Customer Service Experience
• Property & Casualty Licensing
• Insurance Brokerage Knowledge
• Analytical Problem-Solving Skills
• MS Office Proficiency

Hard Skills

• Policy Administration
• Claims Management
• Coverage Analysis
• Loss Run Analysis
• Proposal Preparation
• Contract Review
• Account Management
• Billing Management
• Negotiation Skills
• Workflow Management

Soft Skills

• Communication Skills
• Multitasking
• Organizational Skills
• Leadership
• Integrity

Certifications & Qualifications

• Active Property & Casualty License
• Professional Designation

Industry Keywords

• Insurance Industry
• Client Needs
• Customer Service
• Policy Expirations
• Renewals
• Underwriting Information
• Delinquent Accounts
• Best Practices

Tools & Technologies

• Agency Management Systems
• Carrier/Vendor Platforms
• MS Office