Account Manager - Commercial Lines (Pacific Time Zone)

Insurance Office of America; Castro Valley (CA); Ibrido; USD 75.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salaries and bonus poten t

Company-paid health insurance

Paid holidays, vacations, and sicktime

401K with employer match

Professional growth and career prog.

Respectful culture and work/familyLife

Community service commitment

Supportive teammates and rewarding env

Descrizione del lavoro

Insurance Office of America, Inc. is seeking an Account Manager for Commercial Lines to manage an assigned book of business, ensure retention, and support new business development.

You will coordinate daily admin tasks, service requests, and renewals with a focus on accuracy and client satisfaction. The ideal candidate has an active P&C license, 3+ years in account management (or 5+ years in insurance), strong analytical and communication skills, and proficiency with MS Office.

Competenze

• Active P&C license.
• 3+ years account management or 5+ years in the insurance industry.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.
• Proficiency in MS Office (Outlook, Word, Excel).

Mansioni

• Maintain technical competence and industry expertise.
• Direct daily activities of the account management team.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms.
• 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, anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve performance.
• Demonstrate integrity and leadership in IOA values.

Conoscenze

Account management

Insurance industry knowledge

Analytical skills

Problem-solving

Decision-making

Customer service

Communication

Multitasking

Organizational skills

MS Office

Formazione

Active P&C license

CIC or equivalent certification preferred

High School Diploma (or equivalent)

Descrizione del lavoro

Title: Account Manager - Commercial Lines

Job Description

Remote:

open to to residents in California, Nevada, Oregon, Washington and Arizona

Supporting: IOA - Los Angeles |

Book Focus: Generalist

Requirement:

active P&C license, ability to work Pacific Time Zone (PT) hours: M-F 8am to 5pm

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations

About the Role:

Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.

Key Responsibilities

• Technical Competence: Maintain technical competence and industry expertise.
• Team Leadership: Direct daily activities of the account management team.
• Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Policy Management: Manage policy expirations and renewals.
• Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Activity Monitoring:Monitor and maintain activity/suspense to ensure timely completion.
• Communication:Maintain frequent, transparent communication with the account team regarding workload status and any issues.
• Service Excellence:Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Policy Compliance:Stay updated on company policies and procedures.
• Continuous Improvement:Seek and adopt best practices to improve individual and team performance.
• Champion IOA Values:Demonstrate integrity and leadership.

Ideal Candidate Qualifications

• 3+ years of account management experience, or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Required active licensing; professional designation (CIC or equivalent) 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)

What We Offer

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

What To Expect (Application Process)

• 30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

The expected pay range for this position is $75,000.00 to $90,000.00 per year, depending on experience, relevant skills, and geographic location

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.