Remote/Hybrid Account Manager - Commercial Lines (CA)

Insurance Office of America; Escondido (CA); Hybride; USD 80 000 - 105 000; Plein temps

Avantages offerts par ce poste

Health insurance

Paid holidays

401K with employer match

Career growth

Work-life balance

Community service

Résumé du poste

Insurance Office of America in Southern California is seeking an Account Manager - Commercial Lines to manage an assigned book, retain accounts, and support new business in a hybrid work environment. You will oversee day-to-day administration, client service, policy renewals, billing, and collaborate with carriers to analyze coverages and prepare proposals for clients.

Ideal candidates have 3–5 years in account management, a P&C license active, strong communication and analytical skills, and

Qualifications

• Active property & casualty licensing required; CIC or equivalent is preferred.
• 3-5 years of account management experience in insurance.
• Strong analytical, problem-solving, and communication skills.
• Proficiency in MS Office (Outlook, Word, Excel).
• Excellent customer service and organizational abilities.

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 knowledge

Customer service

MS Office

Formation

High School Diploma

CIC designation

Outils

MS Office

Description du poste

Insurance Office of America in Southern California is seeking an Account Manager - Commercial Lines to manage an assigned book, retain accounts, and support new business in a hybrid work environment. You will oversee day-to-day administration, client service, policy renewals, billing, and collaborate with carriers to analyze coverages and prepare proposals for clients.

Ideal candidates have 3–5 years in account management, a P&C license active, strong communication and analytical skills, and