Hybrid Commercial Lines Account Manager Associate

Insurance Office of America; San Lorenzo (CA); Hybride; USD 70 000 - 75 000; Plein temps

Avantages offerts par ce poste

Health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Career progression opportunities

Competitive salary and bonus potential

Work-life balance and culture

Community service commitment

Supportive teammates

Résumé du poste

Insurance Office of America in Pleasanton, CA is seeking an Account Manager Associate for Commercial Lines in a hybrid role with 1-2 days in-office. The position focuses on administrative and customer service support for the account team, with responsibilities spanning policy administration, billing, claims handling, and renewals.

Ideal candidates will have 7+ years of insurance customer service experience, an active P&C license, and strong MS Office skills.

Qualifications

• 7+ years of customer service experience in the insurance industry
• Active property & casualty licensing required; professional designation preferred
• Strong analytical, problem-solving, and communication skills
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma or equivalent

Responsabilités

• Maintain technical competence and industry expertise
• Assist in directing day-to-day activities of Team Support/Receptionist and Account staff
• Handle customer service requests, policy administration, billing, claims, and coverage analysis
• Manage policy expirations and renewals
• Process tasks accurately within required timeframes
• Review contracts to ensure proper coverages
• Monitor delinquent accounts and collect outstanding balances
• Maintain agency management systems and data accuracy
• Communicate workload status and issues to the account team
• Deliver excellent service and proactively meet client needs
• Stay updated on company policies and procedures
• Seek best practices to improve performance

Formation

High School Diploma or equivalent

Active Property & Casualty license

Strong communication and analytical skills

MS Office proficiency (Outlook, Word, Excel)

Outils

MS Office (Outlook, Word, Excel)

Description du poste

Insurance Office of America in Pleasanton, CA is seeking an Account Manager Associate for Commercial Lines in a hybrid role with 1-2 days in-office. The position focuses on administrative and customer service support for the account team, with responsibilities spanning policy administration, billing, claims handling, and renewals.

Ideal candidates will have 7+ years of insurance customer service experience, an active P&C license, and strong MS Office skills.