Commercial Insurance Account Manager - Transportation / Trucking

Insurance Office of America; Burbank (CA); Ibrido; USD 88.000 - 95.000; Tempo pieno

Vantaggi offerti da questo lavoro

Company-paid health insurance

401K with employer match

Paid holidays and vacation

Sick time

Professional growth opportunities

Descrizione del lavoro

Insurance Office of America in the United States is seeking an Account Manager - Commercial Lines to manage an assigned book of business, retain accounts, and support new business. The role involves coordinating daily administrative tasks, renewals, billing, claims, and coverage analysis.

Ideal candidates have 3+ years in account management or 5+ years in insurance, active P&C license (CIC preferred), and strong analytical and communication skills.

Competenze

• 3+ years of account management experience or 5+ years in the insurance industry.
• Active P&C license; CIC or equivalent designation preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational abilities.

Mansioni

• Manage an assigned book of business and assist with new business.
• Coordinate day-to-day administrative and customer service activities.
• Handle policy administration, billing, claims, and coverage analysis.
• Renewals: research clients, prepare submissions, and present proposals.
• Monitor receivables and follow up on delinquent accounts.
• Maintain agency management systems and ensure data accuracy.
• Communicate regularly with the account team on workload and issues.
• Drive service excellence and stay compliant with company policies.

Conoscenze

Account management

Customer service

Communication

Problem solving

MS Office

Formazione

High School Diploma

Strumenti

MS Office

Descrizione del lavoro

Title: Account Manager - Commercial Lines

Job Description

Title: Account Manager - Commercial Lines

Remote: Arizona, California, Idaho, Nevada, Oregon, Utah and Washington residents

Supporting: IOA - Salt Lake City | Book Focus: Commercial Transportation & Trucking

Requirement: active P&C license and commercial transportation/trucking experience

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 $88,000.00 to $95,000.00 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.