Remote Account Manager Associate, Commercial Lines

Insurance Office Of America, Inc.; San Ramon (CA); A distancia; USD 65.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick pay

401K with employer match

Professional growth opportunities

Supportive culture and work-life-bamce

Community service commitment

Descripción de la vacante

Insurance Office of America is seeking an Account Manager Associate - Commercial Lines. This role supports the account team, handles policy administration, billing, claims, and renewals, and ensures service quality. Candidates should have a P&C license and strong communication, analytical, and customer service skills.

Remote option available for CA, NV, OR, WA, AZ with PT hours. The ideal candidate will have 3+ years in account management or 5+ years in insurance, plus proficiency in MS Office.

Formación

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

• 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.

Conocimientos

Account management

Customer service

Communication

Analytical skills

Multitasking

Educación

Active P&C license

CIC designation (preferred)

Herramientas

MS Office

Excel

Outlook

Descripción del empleo

Insurance Office of America is seeking an Account Manager Associate - Commercial Lines. This role supports the account team, handles policy administration, billing, claims, and renewals, and ensures service quality. Candidates should have a P&C license and strong communication, analytical, and customer service skills.

Remote option available for CA, NV, OR, WA, AZ with PT hours. The ideal candidate will have 3+ years in account management or 5+ years in insurance, plus proficiency in MS Office.