Account Manager Associate - Commercial Lines (Hybrid)

Insurance Office of America; Danville (CA); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

Competitive salaries and bonus

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth opportunities

Respectful culture

Community service commitment

Supportive teammates

Job summary

Insurance Office of America is seeking an Account Manager Associate for Commercial Lines in Pleasanton, CA. This hybrid role focuses on providing administrative and client service support to the account team, ensuring timely, accurate service and renewals.

The ideal candidate holds a current P&C license, has extensive insurance experience, and demonstrates strong analytical and communication skills. The company offers competitive pay, benefits, and career growth within a collaborative team

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, ensuring production and quality standards are met.
• Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity.
• Maintain technical competence and industry expertise.
• Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.
• Process tasks accurately and within required timeframes.
• Assist in reviewing contracts to ensure proper coverages are included.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor and maintain activity/suspense to ensure timely completion.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership.

Skills

Customer service

Insurance brokerage knowledge

P&C license

Professional designation (preferred)

Analytical skills

Problem-solving

Decision-making

Communication skills

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Professional designation (preferred)

Tools

MS Office

Job description

Insurance Office of America is seeking an Account Manager Associate for Commercial Lines in Pleasanton, CA. This hybrid role focuses on providing administrative and client service support to the account team, ensuring timely, accurate service and renewals.

The ideal candidate holds a current P&C license, has extensive insurance experience, and demonstrates strong analytical and communication skills. The company offers competitive pay, benefits, and career growth within a collaborative team