Encino, CA, USA
5 days ago
Account Manager

Job Description:

Title: Account Manager - Commercial Lines 

Hybrid: 1-2 days in office | Encino, CA
 

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: 

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

$75,000.00 to $85,000.00
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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