Commercial Lines Account Manager Associate (Hybrid)

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

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Job summary

Insurance Office of America is seeking an Account Manager Associate - Commercial Lines in a hybrid role with 1-2 days in the Pleasanton, CA office. You will provide administrative and customer service support to the account team, ensuring accurate policy administration and timely renewals.

The ideal candidate has 7+ years of insurance customer service experience, an active P&C license, and strong communication and problem-solving skills.

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active property & casualty license required; professional designation preferred.
• Strong analytical, problem-solving, and decision-making skills.
• Exceptional customer service, communication, multitasking, and organizational skills.
• Proficiency in MS Office.

Responsibilities

• 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

Insurance industry customer service

Policy administration

Analytical problem solving

Communication multitasking

MS Office proficiency

Education

High School Diploma

Professional designation preferred

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America is seeking an Account Manager Associate - Commercial Lines in a hybrid role with 1-2 days in the Pleasanton, CA office. You will provide administrative and customer service support to the account team, ensuring accurate policy administration and timely renewals.

The ideal candidate has 7+ years of insurance customer service experience, an active P&C license, and strong communication and problem-solving skills.