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Account Manager - Commercial Lines

$75k - $105k

Insurance Office of America

divh2Account Manager - Commercial Lines/h2pHybrid: 1-2 of days in office at one of our California office locations in Aliso Viejo, Glendale, Ontario, Sacramento, San Diego or Santa Barbara Remote: for residents in the Los Angeles County area Supporting: Los Angeles, CA Region | Book Focus: Entertainment (preferred)/ppPlease 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 as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations/ph3About the Role/h3pManage 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./ph3Key Responsibilities/h3ulliTechnical Competence: Maintain technical competence and industry expertise./liliTeam Leadership: Direct daily activities of the account management team./liliCustomer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis./liliPolicy Management: Manage policy expirations and renewals./liliRenewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals./liliAccounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances./liliSystem Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness./liliActivity Monitoring: Monitor and maintain activity/suspense to ensure timely completion./liliCommunication: Maintain frequent, transparent communication with the account team regarding workload status and any issues./liliService Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests./liliPolicy Compliance: Stay updated on company policies and procedures./liliContinuous Improvement: Seek and adopt best practices to improve individual and team performance./liliChampion IOA Values: Demonstrate integrity and leadership./li/ulh3Ideal Candidate Qualifications/h3ulli3+ years of account management experience, or 5+ years in the insurance industry/liliThorough knowledge of insurance brokerage and client needs/liliRequired active property casualty licensing; professional designation (CIC or equivalent) preferred/liliStrong analytical, problem-solving, and decision-making skills/liliExceptional customer service, communication, multitasking, and organizational skills/liliProficiency in MS Office (Outlook, Word, Excel)/liliHigh School Diploma (or equivalent)/li/ulh3What We Offer/h3ulliCompetitive salaries and bonus potential/liliCompany-paid health insurance/liliPaid holidays, vacations, and sick time/lili401K with employer match/liliProfessional growth and career progression opportunities/liliRespectful culture and work/family life balance/liliCommunity service commitment/liliSupportive teammates and a rewarding work environment/li/ulh3What to Expect (Application Process)/h3ulli30-Minute Phone Screen, Online Assessments, and Interview(s)/li/ulpThe expected pay range for this position is $75,000.00 to $105,000.00 per year, depending on experience, relevant skills, and geographic location./ppInsurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees./p/div

Insurance Office of America
Vacancy posted 3 days ago
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