Account Manager (Remote)
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: Manage 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
Β Technical Competence: Maintain technical competence and industry expertise.
Β Team Leadership: Direct daily activities of the account management team.
Β Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
Β Policy Management: Manage policy expirations and renewals.
Β Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.
Β Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
Β System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
Β Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
Β Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
Β Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
Β Policy Compliance: Stay updated on company policies and procedures.
Β Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
Β Champion IOA Values: Demonstrate integrity and leadership.
Ideal Candidate Qualifications
Β 3+ years of account management experience, or 5+ years in the insurance industry
Β Thorough knowledge of insurance brokerage and client needs
Β Required active licensing; professional designation (CIC or equivalent) preferred
Β Strong analytical, problem-solving, and decision-making skills
Β Exceptional customer service, communication, multitasking, and organizational skills
Β Proficiency in MS Office (Outlook, Word, Excel)
Β High School Diploma (or equivalent)
What We Offer
Β Competitive salaries and bonus potential
Β Company-paid health insurance
Β Paid holidays, vacations, and sick time
Β 401K with employer match
Β Employee stock plan participation
Β Professional growth and career progression opportunities
Β Respectful culture and work/family life balance
Β Community service commitment
Β Supportive teammates and a rewarding work environment
What To Expect (Application Process)
Β 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.
Apply Now
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: Manage 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
Β Technical Competence: Maintain technical competence and industry expertise.
Β Team Leadership: Direct daily activities of the account management team.
Β Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.
Β Policy Management: Manage policy expirations and renewals.
Β Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.
Β Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.
Β System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
Β Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.
Β Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.
Β Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
Β Policy Compliance: Stay updated on company policies and procedures.
Β Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
Β Champion IOA Values: Demonstrate integrity and leadership.
Ideal Candidate Qualifications
Β 3+ years of account management experience, or 5+ years in the insurance industry
Β Thorough knowledge of insurance brokerage and client needs
Β Required active licensing; professional designation (CIC or equivalent) preferred
Β Strong analytical, problem-solving, and decision-making skills
Β Exceptional customer service, communication, multitasking, and organizational skills
Β Proficiency in MS Office (Outlook, Word, Excel)
Β High School Diploma (or equivalent)
What We Offer
Β Competitive salaries and bonus potential
Β Company-paid health insurance
Β Paid holidays, vacations, and sick time
Β 401K with employer match
Β Employee stock plan participation
Β Professional growth and career progression opportunities
Β Respectful culture and work/family life balance
Β Community service commitment
Β Supportive teammates and a rewarding work environment
What To Expect (Application Process)
Β 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.
Apply Now