Commercial Lines Account Manager (Hybrid / Remote) Job at Insurance Office of America, San Diego, CA

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  • Insurance Office of America
  • San Diego, CA

Job Description

Join to apply for the Commercial Lines Account Manager (Hybrid / Remote) role at Insurance Office of America 1 week ago Be among the first 25 applicants Join to apply for the Commercial Lines Account Manager (Hybrid / Remote) role at Insurance Office of America Title: Account Manager - Commercial Lines Job Description Title: Account Manager - Commercial Lines Hybrid Preferred: 1 day a week in Las Vegas, NV office Open to Fully Remote : Arizona, California, Nevada, Utah & Washington residents Book Focus: General Book, Construction, Non-Profit, Cannabis We've recently expanded the locations for this opportunity and now offer a Remote work setup for those also in Utah. Please 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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations 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 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:Monitor and maintain activity/suspense to ensure timely completion. Communication:Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence:Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance:Stay updated on company policies and procedures. Continuous Improvement:Seek and adopt best practices to improve individual and team performance. Champion IOA Values:Demonstrate 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 Property & Casualty 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) Salary Range The expected pay range for this position is $75,000.00 to $100,000.00 annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at Insurance Office of America by 2x Sign in to set job alerts for “Commercial Lines Account Manager” roles. Appointment Customer Representative | Work From Home Representative, Customer Experience - Bilingual Spanish (In-office, Chula Vista, CA) (native German) Customer Support Consultant, emails/chats (Mexico, remote) Tijuana, Baja California, Mexico 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Insurance Office of America

Job Tags

Remote job, Full time, 1 day per week,

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