Job details

Account Manager - Commercial Lines

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.Job DescriptionTitle: Account Manager - Commercial LinesHybrid: 1-2 days in office | Pleasanton, CA | Book Focus: Professional Liability (Architects, Engineers, Lawyers)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 transparent communication with the account team, ensuring all parties are informed of workload status, questions, concerns, and discrepancies.• Service Excellence: Deliver excellent service and proactively anticipate client needs.• Policy Compliance: Stay updated on company policies and procedures.• Champion IOA core values and 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 licensing; professional designation (CIC or equivalent) preferred• Strong analytical, problem-solving, and decision-making skills• Exceptional customer service, multitasking, and organizational skills• Excellent communication 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 environmentWhat To Expect (Application Process)• 30-Minute Phone Screen, Online Assessments, and Interview(s)Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.https://www.ioausa.com/

Insurance Office of America Glassdoor Company Review

3.5

Insurance Office of America DE&I Review

3.4

CEO of Insurance Office of America

Jeff Lagos

Approve of CEO

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$50000 / ANNUAL (est.)

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$45K

$55K

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What You Should Know About Account Manager - Commercial Lines, Insurance Office of America

At Insurance Office of America (IOA), we're on the lookout for a dynamic Account Manager - Commercial Lines to join our expanding team in Los Angeles, CA. Celebrated as the fourth largest privately held insurance brokerage in the U.S., we take pride in our long-standing tradition of excellence in providing property and casualty, employee benefits, and personal lines insurance solutions. In this pivotal role, you'll manage an assigned book of business focusing primarily on Professional Liability, which includes Architects, Engineers, and Lawyers. Your daily adventures will involve coordinating customer service activities, resolving complex issues, and ensuring a seamless experience for your clients. You'll lead an account management team, all while building strong relationships and anticipating client needs with outstanding service. With a hybrid work model offering flexibility, you'll be empowered to work 1-2 days in the office while balancing your other responsibilities. Your expertise in the insurance industry, combined with exceptional analytical and organizational skills, will help drive success and client satisfaction. We're eager to see how you can bring your talents to IOA, where growth opportunities abound and our core values of integrity and service excellence thrive.

Frequently Asked Questions (FAQs) for Account Manager - Commercial Lines Role at Insurance Office of America

What are the primary responsibilities of the Account Manager - Commercial Lines at Insurance Office of America?

As an Account Manager - Commercial Lines at Insurance Office of America, your responsibilities will revolve around managing an assigned book of business, focusing on client retention, and ensuring top-notch customer service. Key tasks include policy administration, claims handling, renewal processes, and communication with both clients and team members.