Account Manager (Fully Remote: Pacific Time Zone)
Posted 2025-04-05Job Description
Title: Account Manager - Commercial Lines
Fully Remote: Arizona, California, Nevada, Oregon, Utah, Washington (must be willing to work M-F 8am to 5pm PST)
Book Focus: General
About the Role:Â 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
 Employee stock plan participation
 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
$85,000.00 to $95,000.00
Salary range variable based on experience.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Apply Job!