Senior Account Manager - Professional Liability (Hybrid/Remote)

Community Options, Inc.; Bakersfield (CA); Hybrid; USD 80,000 - 95,000; Full time

Job summary

A leading company seeks a Senior Account Manager - Commercial Lines to manage a portfolio in Professional Liability. This role involves direct customer service, account retention, and team leadership in a hybrid model. The ideal candidate must have significant experience in account management and a solid background in the insurance industry.

Benefits

Company-paid health insurance

Paid holidays, vacations, and sick time

401K with employer match

Professional growth opportunities

Qualifications

• 5+ years of account management experience or 7+ years in the insurance industry.
• Required active Property & Casualty licensing.
• Professional designation (CIC or equivalent) preferred.

Responsibilities

• Manage an assigned book of business and ensure account retention.
• Handle customer service requests, policy administration, billing, and claims.
• Direct daily activities and workflow of the account management team.

Skills

Customer service

Analytical skills

Problem-solving

Communication

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Senior Account Manager - Professional Liability (Hybrid/Remote)

Senior Account Manager - Professional Liability (Hybrid/Remote)

4 days ago Be among the first 25 applicants

Title: Senior Account Manager - Commercial Lines

Description

Job Description:

Title: Senior Account Manager - Commercial Lines

Hybrid Preferred: 1-2 days in office (Pleasanton, CA)

Fully Remote: Arizona, California, Nevada & Washington state residents

Book Focus: Professional Liability, Architects & Engineers (experience required)

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations

About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Serve as a subject matter expert for the account management team.

Key Responsibilities

• Technical Competence:Maintain a high degree of technical competence and industry expertise.
• Team Leadership:Direct daily activities and workflow 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.
• 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.
  
  

Ideal Candidate Qualifications

• 5+ years of account management experience, or 7+ 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)
  
  

What We Offer

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Employee stock plan participation
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment
  
  

What To Expect (Application Process)

• 30-Minute Phone Screen, Online Assessments, and Interview(s)
  
  

Salary Range

$80,000.00 to $95,000.00

• salary range variable based on experience
  
  

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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