Strategic Commercial Insurance Account Manager

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

Benefits dieser Stelle

Company-paid health insurance

Paid holidays, vacations, and sick时间

401K with employer match

Professional growth and career progr-

Respectful culture and work/familyLife

Community service commitment

Supportive teammates and a rewarding工作

Zusammenfassung

Insurance Office of America, Inc. is seeking Commercial Insurance Account Manager(s) to support a diverse book of business within our Account Management path.

Roles span Account Manager, Senior Account Manager and Senior Account Executive, with responsibilities across day-to-day client service, policy administration, renewals, and retention. The role emphasizes maintaining strong client relationships, coordinating with carriers, and ensuring accurate, timely service deliverables while adhering

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.
• Demonstrate company values and a commitment to client service excellence.

Kenntnisse

Account management

Customer service

Communication

Analytical skills

Ausbildung

High School Diploma or equivalent

Active insurance license

CIC designation preferred

Jobbeschreibung

Insurance Office of America, Inc. is seeking Commercial Insurance Account Manager(s) to support a diverse book of business within our Account Management path.

Roles span Account Manager, Senior Account Manager and Senior Account Executive, with responsibilities across day-to-day client service, policy administration, renewals, and retention. The role emphasizes maintaining strong client relationships, coordinating with carriers, and ensuring accurate, timely service deliverables while adhering