Insurance Office of America
Commercial Lines Account Manager (Remote: Arizona, California, Nevada, Oregon, W
Insurance Office of America, Eugene, Oregon, United States, 97403
Commercial Lines Account Manager (Remote: Arizona, California, Nevada, Oregon, Washington)
Join to apply for the
Commercial Lines Account Manager (Remote)
role at
Insurance Office of America .
Title:
Account Manager - Commercial Lines
Hybrid Preferred:
1-2 days in office out of a future office in Tucson, AZ area at a later date.
Open to Fully Remote
for Arizona, California, Nevada, Oregon, Washington residents.
Supporting:
Tucson, AZ office |
Book Focus:
General, Contractors.
Note: If this position is posted as either fully remote or hybrid, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity based on business needs. Remote workers must maintain a dedicated, distraction‑free workspace. Remote work does not substitute for childcare, elder care, or other personal responsibilities.
To view branch locations, visit: ioausa.com/locations.
About the Role:
Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day‑to‑day administrative, customer service, resolving complex issues and ensuring no errors or omissions.
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.
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).
Competitive salaries and bonus potential.
Company‑paid health insurance.
Paid holidays, vacations, and sick time.
401K with employer match.
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).
Salary Range:
$75,000.00 to $95,000.00 per year, depending on experience, relevant skills, and geographic location.
Seniority level:
Mid‑Senior level.
Employment type:
Full‑time.
Job function:
Finance and Sales.
Industries:
Insurance.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#J-18808-Ljbffr
Commercial Lines Account Manager (Remote)
role at
Insurance Office of America .
Title:
Account Manager - Commercial Lines
Hybrid Preferred:
1-2 days in office out of a future office in Tucson, AZ area at a later date.
Open to Fully Remote
for Arizona, California, Nevada, Oregon, Washington residents.
Supporting:
Tucson, AZ office |
Book Focus:
General, Contractors.
Note: If this position is posted as either fully remote or hybrid, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity based on business needs. Remote workers must maintain a dedicated, distraction‑free workspace. Remote work does not substitute for childcare, elder care, or other personal responsibilities.
To view branch locations, visit: ioausa.com/locations.
About the Role:
Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day‑to‑day administrative, customer service, resolving complex issues and ensuring no errors or omissions.
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.
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).
Competitive salaries and bonus potential.
Company‑paid health insurance.
Paid holidays, vacations, and sick time.
401K with employer match.
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).
Salary Range:
$75,000.00 to $95,000.00 per year, depending on experience, relevant skills, and geographic location.
Seniority level:
Mid‑Senior level.
Employment type:
Full‑time.
Job function:
Finance and Sales.
Industries:
Insurance.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#J-18808-Ljbffr