Account Manager (Hybrid)
Title: Account Manager - Commercial Lines Hybrid: 1-2 days in office | Pleasanton, CA | Book Focus: Professional Liability (Architects, Engineers, Lawyers) About the Role:...
Title: 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) Apply Job!
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) Apply Job!
