Commercial Lines Account Manager Associate | Hybrid

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

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays and vacation

Professional growth opportunities

Job summary

Insurance Office of America seeks an Account Manager Associate - Commercial Lines to support the account team in a hybrid role based in Pleasanton, CA. You will provide administrative and customer service support, manage policy administration, billing, renewals, and coverage analysis, while escalating complex issues to the Account Manager or Producer.

The ideal candidate has 7+ years in insurance customer service, active P&C licensing, and strong MS Office skills.

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Strong analytical, problem-solving, and decision-making skills.

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 (AM), Account Executive (AE), or Producer.
• Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity.
• Maintain 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

Communication

Attention to detail

Education

High School Diploma

Tools

MS Office

Job description

Insurance Office of America seeks an Account Manager Associate - Commercial Lines to support the account team in a hybrid role based in Pleasanton, CA. You will provide administrative and customer service support, manage policy administration, billing, renewals, and coverage analysis, while escalating complex issues to the Account Manager or Producer.

The ideal candidate has 7+ years in insurance customer service, active P&C licensing, and strong MS Office skills.