Commercial Insurance Account Manager - Transportation / Trucking

Insurance Office of America; Surprise (AZ); Hybrid; USD 88.000 - 95.000; Vollzeit

Benefits dieser Stelle

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth and career paths

Respectful culture and work/family/soc

Community service commitment

Zusammenfassung

Insurance Office of America (IOA) is seeking an Account Manager for Commercial Lines to manage a book of business, ensure retention, and support new business.

Responsibilities include policy administration, renewals, billing, claims handling, and carrier relationships while leading a team and maintaining compliance with IOA policies.

Qualifikationen

• Active P&C license required.
• 5+ years in insurance industry or 3+ years in account management.
• Strong analytical, problem solving, and decision‑making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.
• Proficiency in MS Office.

Aufgaben

• Manage assigned book of business and ensure retention.
• Coordinate day‑to‑day administrative and customer service tasks.
• Maintain technical competence and industry expertise.
• Lead daily activities of the account management team.
• Handle policy administration, billing, claims, and coverage analysis.
• Renewals: research, submissions, negotiate coverages, proposals.
• Monitor delinquent accounts and collect balances.
• Maintain agency systems and carrier/vendor platforms.
• Ensure timely completion of activities and escalate issues.
• Communicate workload status with the team.
• Deliver proactive service and anticipate client needs.
• Stay updated on company policies and procedures.
• Pursue continuous improvement and IOA values.

Kenntnisse

Account management

Insurance brokerage knowledge

Licensing: P&C

Customer service excellence

MS Office proficiency

Communication & organization

Leadership

Ausbildung

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Jobbeschreibung

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.