Commercial Insurance Account Manager (California: Generalist / Manufacturing)
About The Position
This role involves managing an assigned book of commercial insurance business, focusing on ensuring account retention and supporting new business acquisition. The Account Manager will coordinate daily administrative and customer service activities, resolve complex issues, and ensure accuracy in all transactions. The position requires maintaining technical competence and industry expertise, directing the account management team's daily activities, and handling various customer service requests including policy administration, billing, claims, and coverage analysis. Key responsibilities also include managing policy expirations and renewals, conducting client research, preparing submissions, negotiating coverages, and presenting proposals. The role requires monitoring accounts receivable, maintaining agency management systems and carrier platforms, ensuring data accuracy, and managing activity/suspense items for timely completion. Frequent and transparent communication with the account team regarding workload and issues is essential, as is delivering excellent service, anticipating client needs, and responding promptly to requests. Staying updated on company policies and procedures, seeking best practices for continuous improvement, and championing IOA values are also critical aspects of this position.
Requirements
- 3+ years of account management experience, or 5+ years in the insurance industry
- Thorough knowledge of insurance brokerage and client needs
- Required active property & casualty licensing
- Strong analytical, problem-solving, and decision-making skills
- Exceptional customer service, communication, multitasking, and organizational skills
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
Nice To Haves
- Professional designation (CIC or equivalent) preferred
Responsibilities
- Manage an assigned book of business, ensuring account retention and supporting new business.
- Coordinate day-to-day administrative and customer service activities.
- Resolve complex issues and ensure no errors or omissions.
- Maintain technical competence and industry expertise.
- Direct daily activities of the account management team.
- Handle customer service requests, policy administration, billing, claims, and coverage analysis.
- Manage policy expirations and renewals.
- Conduct client research, prepare submissions, negotiate coverages, and present proposals.
- Monitor reports and take action on delinquent accounts, 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 any issues.
- Deliver excellent service, proactively anticipate needs, 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.
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K 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
