What are the responsibilities and job description for the Senior Account Manager - Professional Liability (Hybrid/Remote) position at Insurance Office of America?
Job Description
Title: Senior Account Manager - Commercial Lines
Hybrid Preferred: 1-2 days in office (Pleasanton, CA)
Fully Remote: Arizona, California, Nevada & Washington state residents
Book Focus: Professional Liability, Architects & Engineers (experience required)
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. Serve as a subject matter expert for the account management team.
Key Responsibilities
$80,000.00 to $95,000.00
Title: Senior Account Manager - Commercial Lines
Hybrid Preferred: 1-2 days in office (Pleasanton, CA)
Fully Remote: Arizona, California, Nevada & Washington state residents
Book Focus: Professional Liability, Architects & Engineers (experience required)
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. Serve as a subject matter expert for the account management team.
Key Responsibilities
- Technical Competence: Maintain a high degree of technical competence and industry expertise.
- Team Leadership: Direct daily activities and workflow 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.
- 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.
- 5 years of account management experience, or 7 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
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
- 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
- 30-Minute Phone Screen, Online Assessments, and Interview(s)
$80,000.00 to $95,000.00
- salary range variable based on experience
Salary : $80,000 - $95,000
