Strategic Commercial Insurance Account Manager

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

Benefits dieser Stelle

Company-paid health insurance

Paid holidays

401K with employer match

Professional growth opportunities

Work-life balance

Zusammenfassung

Insurance Office of America, Inc. is hiring for a Commercial Insurance Account Manager in California. Roles span Account Manager, Senior Account Manager, and Senior Account Executive with 5 to 10+ years of commercial insurance experience and an active P&C license.

Candidates will handle day-to-day client service, policy administration, renewals, and retention efforts. Primary duties include managing client service requests, policy changes, and renewal submissions while maintaining strong client

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.
• High School Diploma or equivalent.
• CIC or equivalent designation preferred.

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.

Kenntnisse

Account management experience

Customer service

Communication skills

Analytical skills

Ausbildung

High School Diploma or equivalent

CIC or equivalent designation

Jobbeschreibung

Insurance Office of America, Inc. is hiring for a Commercial Insurance Account Manager in California. Roles span Account Manager, Senior Account Manager, and Senior Account Executive with 5 to 10+ years of commercial insurance experience and an active P&C license.

Candidates will handle day-to-day client service, policy administration, renewals, and retention efforts. Primary duties include managing client service requests, policy changes, and renewal submissions while maintaining strong client