Commercial Lines Account Manager Associate (Remote)

Insurance Office Of America, Inc.; Tucson (AZ); Teletrabalho; USD 65 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Paid holidays

Vacation time

Sick time

401K with employer match

Professional growth opportunities

Resumo da oferta

Insurance Office of America, Inc. seeks an Account Manager Associate - Commercial Lines to provide administrative and client service support for the account team and producers.

The role requires active P&C licensing and PT-friendly hours aligned to Pacific Time, with remote work options and occasional on-site presence per policy. You will manage policy expirations, renewals, submissions, and billing while maintaining data accuracy across agency systems.

Qualificações

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

Responsabilidades

• Technical Competence: Maintain technical competence and industry expertise.
• Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
• 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, 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.
• Task Processing: Process tasks accurately and within required timeframes.
• Contract Review: Assist in reviewing contracts to ensure proper coverages are included.
• 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.

Conhecimentos

Account management

Insurance knowledge

Customer service

Analytical skills

Communication

MS Office

Formação académica

High School Diploma

CIC or equivalent certification (preferred)

Ferramentas

MS Office (Outlook, Word, Excel)

Descrição da oferta de emprego

Insurance Office of America, Inc. seeks an Account Manager Associate - Commercial Lines to provide administrative and client service support for the account team and producers.

The role requires active P&C licensing and PT-friendly hours aligned to Pacific Time, with remote work options and occasional on-site presence per policy. You will manage policy expirations, renewals, submissions, and billing while maintaining data accuracy across agency systems.