Senior Account Manager - Professional Liability (Hybrid / Remote)

Insurance Office of America; Mesa (AZ); Remote; USD 75,000 - 100,000; Full time

Job summary

A leading company in the insurance sector seeks an Account Manager to manage a portfolio of clients, ensuring retention and service excellence. The role includes handling policy expirations, conducting research for renewals, and leading an account management team. Candidates should have significant experience in account management or the insurance industry, strong analytical and communication skills, and proficiency in necessary tools like MS Office.

Benefits

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 opportunities

Work/family life balance

Community service commitment

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, ensuring account retention and supporting new business.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis.
• Monitor reports and take action on delinquent accounts.

Skills

Analytical skills

Problem-solving skills

Communication skills

Customer service

Multitasking

Organizational skills

Education

High School Diploma (or equivalent)

Tools

MS Office

Job description

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

The expected pay range for this position is $75,000.00 - $100,000.00 per year, depending on experience, relevant skills, and geographic location.

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