Remote Commercial Lines Account Manager Associate

Insurance Office Of America, Inc.; Alhambra (CA); À distance; USD 65 000 - 75 000; Plein temps

Avantages offerts par ce poste

Health insurance

Paid time off

401K with employer match

Career growth

Work-life balance

Community service

Team environment

Résumé du poste

Insurance Office of America, Inc. (IOA) is seeking an Account Manager Associate - Commercial Lines to support the Los Angeles team.

The role focuses on policy administration, billing, renewals, and client service for a portfolio of commercial accounts, with opportunities for advancement and a strong emphasis on accuracy and liability management. The position is remote for CA residents with PT hours, but onsite presence may be required under policy.

Qualifications

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

Responsabilités

• Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts.
• Work with minimal direction from an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions.
• Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity.
• 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.

Connaissances

Account management

Customer service

Communication

Analytical thinking

Multitasking

Organizational skills

Formation

High School Diploma

Outils

MS Office

Description du poste

Insurance Office of America, Inc. (IOA) is seeking an Account Manager Associate - Commercial Lines to support the Los Angeles team.

The role focuses on policy administration, billing, renewals, and client service for a portfolio of commercial accounts, with opportunities for advancement and a strong emphasis on accuracy and liability management. The position is remote for CA residents with PT hours, but onsite presence may be required under policy.