Account Manager - Commercial Lines (California)

About the Role: Manage an assignedbook 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: 

• 3-5 years of account management experience,or 5+ years in the insurance industry

• Thorough knowledge of insurance brokerage and client needs

• Required active property & casualty (P&C) 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)