About The Position

This posting is part of Insurance Office of America’s talent pipeline for future Commercial Lines Account Manager and Senior Account Manager opportunities across West Coast teams. An immediate opening may not be available. Potential opportunities and work mode vary by location, business need, experience, and interests; the book may focus on generalist, real estate, hospitality, hotels, or apartments accounts. Depending on the opportunity, account management work includes maintaining technical competence and industry expertise; directing account-team activities and workflow; handling customer service requests, policy administration, billing, claims, and coverage analysis; managing policy expirations and renewals; researching clients, preparing submissions, negotiating coverages, and presenting proposals; monitoring delinquent accounts and collecting outstanding balances; maintaining agency management systems and carrier/vendor platforms; and tracking activities to ensure timely completion. The work also involves communicating workload status and issues, delivering responsive service, anticipating client needs, and staying current on company policies and procedures. Compensation depends on the specific opportunity, experience, skills, and location. Expected annual ranges are $80,000–$105,000 for Account Manager and $95,000–$115,000 for Senior Account Manager. IOA describes a respectful, inclusive culture that supports work-life balance and community service.

Requirements

  • Relevant experience within the applicable job family or talent area.
  • Strong service, collaboration, and relationship-management skills.
  • Knowledge of the core responsibilities, tools, and practices associated with the potential opportunities.
  • Strong communication, organization, and problem-solving capabilities.
  • Appropriate education, credentials, licensing, or certifications based on the specific opportunity.
  • Experience level and areas of expertise will help determine the best-fit opportunity.

Nice To Haves

  • Depth of relevant experience and technical or functional knowledge.
  • Experience supporting complex work, clients, projects, or business relationships.
  • Leadership, client-facing, sales, technical, project, or operational responsibilities.
  • Experience with Microsoft Office and other systems or tools relevant to the opportunity.
  • Geographic availability and ability to meet the work-mode expectations of the specific opportunity.

Responsibilities

  • Maintain technical competence and industry expertise.
  • Direct daily activities and workflow of the account management team, as applicable to the opportunity.
  • Handle customer service requests, policy administration, billing, claims, and coverage analysis.
  • Manage policy expirations and renewals.
  • Research clients, prepare submissions, negotiate coverages, and present proposals.
  • 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/suspense to ensure timely completion.
  • Communicate 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.

Benefits

  • Competitive salaries and bonus potential.
  • Company-paid health insurance.
  • Paid holidays, vacation, and sick time.
  • 401(k) with employer match.
  • Opportunities for professional growth and career progression.
  • Respectful culture that supports work-life balance.
  • Commitment to community service.
  • Supportive teammates and a rewarding work environment.
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