Job Description:
Title: Account Manager - Commercial Lines
Remote: for California residents, Los Angeles County area (strongly preferred)
Supporting: Los Angeles, CA Region | Book Focus: General, Manufacturing
Requirement: active property & casualty license
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:Maintaintechnical 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:Monitorreports and take actionon delinquent accounts, collecting outstanding balances.
• System Maintenance:Maintainagency 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, proactivelyanticipateneeds, 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 property & casualty licensing; professional designation (CIC or equivalent) preferred
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service,communication,multitasking, and organizational skills
• Proficiencyin 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 $80,000 to $100,000 per year, depending on experience, relevant skills, and geographic location.