What are the responsibilities and job description for the Account Manager (Hybrid : 1-2 day in office) position at Insurance Office of America?
Job Description :
Title : Account Manager - Commercial Lines
Hybrid Preferred : 1-2 days in office | based out Encino, CA
Book Focus : General
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 :
What We Offer :
What to Expect (Application Process) :
R-397
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.
Salary : $85,000 - $95,000
