Senior Account Manager - Commercial Lines (CA Remote)

Insurance Office of America; Santee (CA); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Bonus potential

401K match

Career progression

Work-life balance

Community service

Team environment

Job summary

Insurance Office of America (IOA) seeks an Account Manager Associate - Commercial Lines in California. Provide administrative and customer service support to the account team, ensuring completion of tasks and accuracy while safeguarding against errors and omissions.

The ideal candidate has 7+ years of insurance customer service, active P&C licensing, strong analytical and communication skills, and MS Office proficiency.

Qualifications

• 7+ years of customer service experience in the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Required active property & casualty licensing; professional designation 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).

Responsibilities

• 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.
• 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.

Skills

Customer service

Communication

Multitasking

Organizational skills

Education

Active P&C license

Tools

MS Office

Job description

Insurance Office of America (IOA) seeks an Account Manager Associate - Commercial Lines in California. Provide administrative and customer service support to the account team, ensuring completion of tasks and accuracy while safeguarding against errors and omissions.

The ideal candidate has 7+ years of insurance customer service, active P&C licensing, strong analytical and communication skills, and MS Office proficiency.