Account Manager - Commercial Lines (Pacific Time Zone)
About The Position
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 there are no errors or omissions. This position supports IOA - Los Angeles and a generalist book of business. It is open to residents of California, Nevada, Oregon, Washington, and Arizona, and requires working Pacific Time hours, Monday through Friday, 8 a.m. to 5 p.m. Remote employees must have a dedicated, distraction-free workspace. Under company policy, employees who live within 50 miles of a branch may be required to work onsite in a hybrid capacity when business needs require it. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.
Requirements
- Active Property and Casualty (P&C) license.
- Ability to work Pacific Time 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.
- 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 as part of the renewal process.
- Monitor accounts receivable reports, take action on delinquent accounts, and collect outstanding balances.
- Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
- Monitor and maintain activity and suspense items to ensure timely completion.
- Communicate frequently and transparently with the account team about workload status and issues.
- Deliver excellent service, anticipate client needs, and respond promptly to service requests.
- Stay current on company policies and procedures.
- Seek and adopt best practices to improve individual and team performance.
- Demonstrate integrity and leadership in championing IOA values.
Benefits
- 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.
- Bonus potential.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
