Account Manager (Hybrid)
Posted 2025-03-14Title: Account Manager - Commercial Lines
Hybrid: 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 environment
What to Expect (Application Process):
? 30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range: $70,000.00 to $80,000.00
? Salary range variable depending on experience.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employee (R-343)
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