Remote/Hybrid Commercial Lines Account Manager - California

Insurance Office of America; South Gate (CA); Hybrid; CAD 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

Company-paid health insurance

401K with employer match

Paid holidays and vacations

Career progression opportunities

Zusammenfassung

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage an assigned book of business, retain clients, and support new business. You will coordinate day-to-day administrative tasks, service requests, billing, claims, and coverage analysis with a focus on accuracy and client satisfaction.

The ideal candidate has 3–5 years of account management experience in insurance, active P&C licensing (CIC preferred), strong analytical and communication skills, and proficiency

Qualifikationen

• 3-5 years of account management experience, or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Required active property & casualty licensing; professional designation (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

• 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.

Kenntnisse

Account management experience

Analytical skills

Problem solving

Communication skills

Multitasking

Organizational skills

Ausbildung

CIC or equivalent

High School Diploma or equivalent

Tools

MS Office

Jobbeschreibung

Insurance Office of America is seeking an Account Manager - Commercial Lines to manage an assigned book of business, retain clients, and support new business. You will coordinate day-to-day administrative tasks, service requests, billing, claims, and coverage analysis with a focus on accuracy and client satisfaction.

The ideal candidate has 3–5 years of account management experience in insurance, active P&C licensing (CIC preferred), strong analytical and communication skills, and proficiency