Verified Job
Accounting - Finance
Account Manager - Remote (Arizona, California, Nevada And Utah)
Accounting - Finance
#532386
Remote / WFH
Job Description
Description
Job Description:
Title: Account Manager - Commercial Lines
Fully Remote: Arizona, California, Nevada and Utah residents
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:
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
$75,000.00 to $85,000.00
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.
Job Description:
Title: Account Manager - Commercial Lines
Fully Remote: Arizona, California, Nevada and Utah residents
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:
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
$75,000.00 to $85,000.00
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.
