Senior Commercial Insurance Account Manager

Insurance Office Of America, Inc.; Pomona (CA); Hybrid; USD 60.000 - 115.000; Vollzeit

Zusammenfassung

Insurance Office of America, Inc. is seeking a Commercial Insurance Account Manager in California. Multiple experience levels, from Account Manager to Senior Account Executive, are welcomed based on experience and licensing.

The role focuses on day-to-day client service, policy administration, renewals, and relationship management. Responsibilities include servicing client requests, processing policy changes, and assisting with renewals and billing matters.

Qualifikationen

• 3+ years of account management experience or 5+ years of insurance industry experience.
• Active insurance license.
• Strong knowledge of insurance products and brokerage operations.
• Excellent customer service, communication, organizational, and analytical skills.

Aufgaben

• Respond to client service requests and inquiries.
• Process policy changes, endorsements, billing requests, and claims support.
• Conduct coverage analysis and assist clients with policy-related questions.
• Maintain positive client relationships through responsive service.
• Manage policy expirations and renewal timelines.
• Gather underwriting information and prepare renewal submissions.
• Support renewal marketing efforts and proposal development.
• Assist with account retention initiatives.
• Maintain agency management systems and carrier/vendor platforms.
• Ensure account documentation is accurate and complete.
• Monitor activity and suspense systems to ensure timely completion of tasks.
• Follow company policies, procedures, and compliance requirements.
• Assist with accounts receivable monitoring and collection efforts.
• Resolve billing and payment issues as needed.
• Maintain technical insurance knowledge and industry awareness.
• Participate in continuous improvement initiatives.
• Demonstrate company values and a commitment to client service excellence.

Kenntnisse

Account management experience

Client service

Communication

Analytical skills

Organizational skills

Relationship management

Ausbildung

High School Diploma or equivalent

Jobbeschreibung

Insurance Office of America, Inc. is seeking a Commercial Insurance Account Manager in California. Multiple experience levels, from Account Manager to Senior Account Executive, are welcomed based on experience and licensing.

The role focuses on day-to-day client service, policy administration, renewals, and relationship management. Responsibilities include servicing client requests, processing policy changes, and assisting with renewals and billing matters.