Account Manager Associate - Commercial Lines (Pacific Time Zone)
About The Position
The Account Manager Associate provides administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Working with minimal direction from an Account Manager, Account Executive, or Producer, the associate ensures production and quality standards are met while helping safeguard against errors-and-omissions liability. The role independently resolves moderately complex customer service problems and manages smaller or less complex accounts. The position supports IOA - Los Angeles and a generalist book of business. It is remote for residents of California, Nevada, Oregon, Washington, and Arizona, with the possibility that employees living within 50 miles of a branch may need to work onsite in a hybrid capacity for specific business needs. The role requires a dedicated, distraction-free workspace and work during Pacific Time Zone hours, Monday through Friday, 8 a.m. to 5 p.m.
Requirements
- Active Property and Casualty (P&C) license.
- Ability to work Pacific Time Zone hours, Monday through Friday, 8 a.m. to 5 p.m.
- At least 3 years of account management experience or at least 5 years in the insurance industry.
- Thorough knowledge of insurance brokerage and client needs.
- Strong analytical, problem-solving, and decision-making skills.
- Exceptional customer service, communication, multitasking, and organizational skills.
- Proficiency in Microsoft Office, including Outlook, Word, and Excel.
- High school diploma or equivalent.
Nice To Haves
- Professional designation such as CIC or equivalent.
Responsibilities
- Maintain technical competence and industry expertise.
- Assist in directing day-to-day activities and workflow of Team Support/Receptionist, Account Assistant, and/or Account Associate.
- Handle customer service requests, policy administration, billing, claims, and coverage analysis.
- Manage policy expirations and renewals.
- 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.
- Process tasks accurately and within required timeframes.
- Assist in reviewing contracts to ensure proper coverages are included.
- Monitor reports and take action on delinquent accounts, including collecting outstanding balances.
- Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
- Monitor and maintain activity/suspense to ensure timely completion.
- Maintain frequent, transparent communication with the account team regarding workload status and issues.
- Deliver excellent service, anticipate needs proactively, and respond quickly to service requests.
- Stay updated on company policies and procedures.
- Seek and adopt best practices to improve individual and team performance.
- Demonstrate integrity and leadership in support of IOA values.
Benefits
- Competitive salaries and bonus potential.
- Company-paid health insurance.
- Paid holidays, vacations, and sick time.
- 401(k) with employer match.
- Professional growth and career progression opportunities.
- Respectful culture and work/family life balance.
- Community service commitment.
- Supportive teammates and a rewarding work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
