Account Manager (Hybrid)

Title: Account Manager - Commercial Lines

Hybrid: 1-2 days in office | Pleasanton, CA | Book Focus: Professional Liability (Architects, Engineers, Lawyers)

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 transparent communication with the account team, ensuring all parties are informed of workload status, questions, concerns, and discrepancies. • Service Excellence: Deliver excellent service and proactively anticipate client needs. • Policy Compliance: Stay updated on company policies and procedures. • Champion IOA core values and 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, multitasking, and organizational skills • Excellent communication 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: $70,000.00 to $80,000.00
• Salary range variable depending on experience.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employee (R-343)

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