Job Description
Title: Account Manager - Commercial Lines
Hybrid Preferred: 1-2 days in office | based out Encino, CA
Fully Remote: Arizona, California, Nevada, Oregon, Utah, Washington (must be willing to work M-F 8am to 5pm PST)
Book Focus: General
About the Role:?anage 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.
Key Responsibilities
? Technical Competence: Maintain technical competence and industry expertise.
? Team Leadership: Direct daily activities 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:?onitor and maintain activity/suspense to ensure timely completion.
? Communication:?aintain frequent, transparent communication with the account team regarding workload status and any issues.
? Service Excellence:?eliver excellent service, proactively anticipate needs, and respond quickly to service requests.
? Policy Compliance:?tay updated on company policies and procedures.
? Continuous Improvement:?eek and adopt best practices to improve individual and team performance.
? Champion IOA Values:?emonstrate integrity and leadership.
Ideal Candidate Qualifications
? 3+ years of account management experience, or 5+ years in the insurance industry
? Thorough knowledge of insurance brokerage and client needs
? Required active 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)
R-397
Salary Range
$85,000.00 to $95,000.00
Salary range variable based on experience.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
