Hybrid P&C Licensed Account Manager Associate, Commercial Lines

Insurance Office Of America; Ashland (CA); Hybrid; USD 70.000 - 75.000; Vollzeit

Benefits dieser Stelle

Company health insurance

401K with match

Paid holidays

Paid vacation

Professional growth

Work-life balance

Zusammenfassung

Insurance Office of America in Pleasanton, CA seeks an Account Manager Associate - Commercial Lines to provide administrative and customer service support to the account team, ensuring accuracy and timely service.

The role requires 7+ years in insurance customer service, an active P&C license, and strong communication; will assist in renewals, policy administration, billing, and client relations while upholding IOA values.

Qualifikationen

• 7+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active property & casualty licensing required; professional 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.

Aufgaben

• 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.

Kenntnisse

Customer service

Analytical skills

Communication

Multitasking

Organizational skills

Ausbildung

High School Diploma

Tools

MS Office

Jobbeschreibung

Insurance Office of America in Pleasanton, CA seeks an Account Manager Associate - Commercial Lines to provide administrative and customer service support to the account team, ensuring accuracy and timely service.

The role requires 7+ years in insurance customer service, an active P&C license, and strong communication; will assist in renewals, policy administration, billing, and client relations while upholding IOA values.