Remote Account Manager - Commercial Lines (P&C)

Insurance Office Of America, Inc.; Santa Clara (CA); Remote; USD 75.000 - 90.000; Vollzeit

Benefits dieser Stelle

Bonus potential

Health insurance

Paid holidays

401K

Career growth

Work-life balance

Community service

Team environment

Zusammenfassung

Insurance Office of America seeks an experienced Account Manager for Commercial Lines to manage a book of business in the Western region. You will handle renewals, client inquiries, policy administration, and collaborate with cross-functional teams to retain and grow accounts.

The role requires a current P&C license, ability to work Pacific Time hours (M-F 8am–5pm), and readiness to work in a hybrid/onsite setup within CA. Competitive salary range and comprehensive benefits are offered.

Qualifikationen

• 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 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.
• Direct daily activities of the account management team.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Manage policy expirations and renewals.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals.
• 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.

Kenntnisse

Account management

Insurance brokerage knowledge

Licensing (P&C)

CIC preferred

Analytical skills

Customer service

Communication

Multitasking

Organizational skills

MS Office

Ausbildung

High School Diploma

Tools

MS Office (Outlook, Word, Excel)

Jobbeschreibung

Insurance Office of America seeks an experienced Account Manager for Commercial Lines to manage a book of business in the Western region. You will handle renewals, client inquiries, policy administration, and collaborate with cross-functional teams to retain and grow accounts.

The role requires a current P&C license, ability to work Pacific Time hours (M-F 8am–5pm), and readiness to work in a hybrid/onsite setup within CA. Competitive salary range and comprehensive benefits are offered.