Account Manager - Commercial Lines (Pacific Time Zone)

Job Description:

Title: Account Manager - Commercial Lines

Remote: open to to residents in California, Nevada, Oregon, Washington and Arizona

Supporting: IOA - Los Angeles | Book Focus: Generalist

Requirement: active P&C license, ability to work Pacific Time Zone (PT) hours: M-F 8am to 5pm

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations

About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.

Key Responsibilities:

- Technical Competence : Maintain technical competence and industry expertise. - Team Leadership : Direct daily activities of the account management team. - Customer Service : Handle customer service requests, policy administration, billing, claims, and coverage analysis. - Policy Management : Manage policy expirations and renewals. - Renewal Process : Conduct client research, prepare submissions, negotiate coverages, and present proposals. - Accounts Receivable : Monitor reports and take action on delinquent accounts, collecting outstanding balances. - System Maintenance : Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. - Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. - Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. - Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. - Policy Compliance: Stay updated on company policies and procedures. - Continuous Improvement: Seek and adopt best practices to improve individual and team performance. - Champion IOA Values: Demonstrate integrity and leadership.

Ideal Candidate Qualifications:

- 3+ years of account management experience, or 5+ years in the insurance industry - Thorough knowledge of insurance brokerage and client needs - Required active licensing; professional designation (CIC or equivalent) preferred - 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)

What We Offer:

- 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

What to Expect (Application Process):

- 30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

The expected pay range for this position is $75,000.00 to $90,000.00 per year, depending on experience, relevant skills, and geographic location