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Senior Account Manager

Insurance Office of America
Insurance Office of America Salary
San Diego, CA Full Time
POSTED ON 1/19/2025
AVAILABLE BEFORE 4/18/2025

Title : Senior Account Manager - Commercial Lines

Hit Apply below to send your application for consideration Ensure that your CV is up to date, and that you have read the job specs first.

Hybrid : 1-2 Days in Office | Location : San Diego, CA | Book Focus : Construction focused mixed with 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. 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.
  • 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 :

  • 5 years of account management experience, or 7 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 :

    90,000.00 to $105,000.00

    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.

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    Salary : $90,000 - $105,000

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