Title: Account Manager - Commercial Lines
Book Focus: Construction, Contractors, General
** We've recently expanded the locations for this opportunity and now offer a Hybrid work setup (1–2 days in-office) from our offices in Aliso Viejo, CA; Encino, CA; San Diego, CA; Las Vegas, NV; or Ontario, CA.
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: https://ioausa.com/locations/
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 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)
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)
Job Types: Full-time, Permanent
Pay: $80,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Work from home
Application Question(s):
- Are you able to work 1-2 days in office from either our Aliso Viejo, CA / Encino, CA / Las Vegas, NV / Ontario, CA / or San Diego, CA office? ioausa.com/locations
Experience:
- retail insurance account management: 5 years (Preferred)
License/Certification:
- Property & Casualty License (Required)
Ability to Commute:
- Aliso Viejo, CA 92656 (Required)
Ability to Relocate:
- Aliso Viejo, CA 92656: Relocate before starting work (Preferred)
Work Location: Hybrid remote in Aliso Viejo, CA 92656
