Remote Account Manager, Commercial Lines – CA

Insurance Office of America; Aliso Viejo (CA); Híbrido; USD 80 000 - 105 000; Tempo integral

Resumo da oferta

Insurance Office of America seeks an Account Manager - Commercial Lines to manage a book of business, retain accounts, and support new business in a hybrid work environment. The role requires coordinating day-to-day admin and customer service activities, resolving complex issues, and ensuring accuracy across policy administration, billing, and renewals.

The ideal candidate has 3–5 years of account management experience (or 5+ years in insurance), active P&C licensing (CIC preferred), strong

Qualificações

• 3-5 years of account management experience or 5+ years in the insurance industry
• Active property & casualty licensing; CIC designation preferred
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills

Responsabilidades

• 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 collect outstanding balances.
• System Maintenance: Maintain agency management systems and carrier/vendor platforms.
• Communication: Maintain frequent, transparent communication with the account team regarding workload status and issues.
• Service Excellence: Deliver excellent service and proactively anticipate needs.
• Policy Compliance: Stay updated on company policies and procedures.
• Continuous Improvement: Seek and adopt best practices to improve performance.
• Champion IOA Values: Demonstrate integrity and leadership.

Conhecimentos

Account management

Customer service

Communication

MS Office

Formação académica

High School Diploma or equivalent

P&C license; CIC preferred

Descrição da oferta de emprego

Insurance Office of America seeks an Account Manager - Commercial Lines to manage a book of business, retain accounts, and support new business in a hybrid work environment. The role requires coordinating day-to-day admin and customer service activities, resolving complex issues, and ensuring accuracy across policy administration, billing, and renewals.

The ideal candidate has 3–5 years of account management experience (or 5+ years in insurance), active P&C licensing (CIC preferred), strong