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Commercial Lines Account Manager (Hybrid / Remote)

Pleasanton, Texas
views
Marketing
#598371
Remote / WFH

Job Description

Profile insights
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Skills

Organizational skills

Microsoft Word

Microsoft Outlook
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Education

High school diploma or GED
 
Job details
Here’s how the job details align with your profile.
Pay

$75,000 - $100,000 a year
Job type

Full-time
 
Benefits
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401(k) matching
Health insurance
Paid holidays
 
Full job description
Description

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 & Washington residents
Book Focus: General Book

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.
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