Commercial Lines Account Manager (Pacific Time Zones) - Future Opportunities

Insurance Office of America•Alhambra, CA

About The Position

This posting is part of IOA’s talent pipeline for future opportunities across its West Coast teams. An immediate opening may not be available, but the Talent Acquisition team may contact applicants as relevant opportunities arise or for an introductory conversation. Timing may vary, and organizational needs may change. Work mode, location, and book focus may vary based on location and business needs. Potential opportunities include Account Manager and Senior Account Manager positions, with generalist, construction, and/or entertainment book focuses. Depending on the opportunity, the role may involve maintaining technical and industry expertise; directing the daily activities and workflow of an account management team; handling customer service requests, policy administration, billing, claims, and coverage analysis; managing policy expirations and renewals; researching clients, preparing submissions, negotiating coverage, and presenting proposals; monitoring delinquent accounts and collecting outstanding balances; maintaining agency management systems and carrier/vendor platforms; tracking activities and suspense items; communicating with the account team about workload and issues; delivering responsive service; and staying current on company policies and procedures. Qualifications and specific responsibilities may vary by profile, level, location, focus, and business need. Compensation depends on the opportunity, experience, skills, and location. The stated annual ranges are $80,000–$105,000 for Account Manager and $95,000–$115,000 for Senior Account Manager.

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 for the specific opportunity; requirements may vary.
Ability to meet the work-mode expectations of the specific opportunity, depending on geographic availability and business needs.

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.

Responsibilities

Maintain technical competence and industry expertise.
Direct the 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.
Conduct client research, prepare submissions, negotiate coverages, and present proposals.
Monitor 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.
Maintain frequent, transparent communication with the account team regarding workload status and issues.
Deliver excellent service, anticipate client needs, and respond promptly to service requests.
Stay current on company policies and procedures.