Account Manager - Commercial Lines
About The Position
This role involves managing an assigned book of business to ensure account retention and support 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 offers a hybrid work model, with 1-2 days in the office at one of our California locations (Aliso Viejo, Glendale, Ontario, Sacramento, San Diego, or Santa Barbara). For residents in the Los Angeles County area, the role can be remote. The book focus is preferred to be in the Entertainment industry. The company emphasizes that remote work is not a substitute for personal responsibilities during working hours and that individuals within a 50-mile radius of a branch may be required to work onsite for business needs.
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
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
Nice To Haves
- Professional designation (CIC or equivalent) preferred
- Book Focus: Entertainment (preferred)
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 for renewals.
- Monitor accounts receivable 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 in line with IOA Values.
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
