Remote Account Manager — Commercial Insurance

Insurance Office Of America, Inc.; Long Beach (CA); Hybride; USD 75 000 - 90 000; Plein temps

Avantages offerts par ce poste

Competitive salaries and bonus

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth opportunities

Work-life balance

Résumé du poste

Insurance Office of America, Inc. is seeking an Account Manager for Commercial Lines in California. The role manages an assigned book of business, coordinates admin and customer service, and supports new business while ensuring retention and accuracy.

Ideal candidates have 3+ years in account management or 5+ years in insurance, with active license and CIC preferred. Competitive salary and benefits accompany the role, with hybrid onsite/remote options and a focus on service excellence.

Qualifications

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

Responsabilités

• Technical Competence: Maintain technical competence and industry expertise.
• Team Leadership: Direct daily activities of the account management team.
• 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, prepare submissions, negotiate coverages, and present proposals.
• 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.

Connaissances

Account management

Insurance brokerage knowledge

Active licensing

CIC designation preferred

Analytical skills

Customer service

Communication

Multitasking

Organizational skills

Formation

High School Diploma

Outils

MS Office

Outlook

Word

Excel

Description du poste

Insurance Office of America, Inc. is seeking an Account Manager for Commercial Lines in California. The role manages an assigned book of business, coordinates admin and customer service, and supports new business while ensuring retention and accuracy.

Ideal candidates have 3+ years in account management or 5+ years in insurance, with active license and CIC preferred. Competitive salary and benefits accompany the role, with hybrid onsite/remote options and a focus on service excellence.