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Job description
Account Manager Associate - Commercial LinesHybrid: 1-2 days in the Pleasanton, CA office Book Focus: Generalist, Real Estate | Required: active P&C licenseProvide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work with minimal direction from an Account Manager (AM), Account Executive (AE), or Producer, ensuring production and quality standards are met while safeguarding against liability associated with errors and omissions. Independently resolve moderately complex customer service problems and manage smaller-sized accounts or those with less complexity.Key Responsibilities:Technical Competence: Maintain technical competence and industry expertise.Team Leadership: Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.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, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance.Task Processing: Process tasks accurately and within required timeframes.Contract Review: Assist in reviewing contracts to ensure proper coverages are included.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:7 + years of customer service experience in the insurance industryThorough knowledge of insurance brokerage and client needsRequired active property & casualty licensing; professional designation preferredStrong analytical, problem-solving, and decision-making skillsExceptional customer service, communication, multitasking, and organizational skillsProficiency in MS Office (Outlook, Word, Excel)High School Diploma (or equivalent)What We Offer:Competitive salaries and bonus potentialCompany-paid health insurancePaid holidays, vacations, and sick time401K with employer matchProfessional growth and career progression opportunitiesRespectful culture and work/family life balanceCommunity service commitmentSupportive teammates and a rewarding work environmentWhat to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s)Salary Range: The expected pay range for this position is $70,000.00 to $75,000.00 per year, 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.
Worksite address
pleasanton, CA, 94566, US
Who can apply
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