Title: Account Manager - Commercial Lines Hybrid: 1-2 days in office at one of our California office locations in Aliso Viejo, Glendale, Ontario, Sacramento, San Diego or Santa Barbara. Remote: for residents in the Los Angeles County area. Supporting: Los Angeles, CA Region | Book Focus: Entertainment (preferred). 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. 401(k) 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. Salary Range The expected pay range for this position is $75,000.00 to $105,000.00 per year, depending on experience, relevant skills, and geographic location. 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
Account Manager - Commercial Lines • Dana Point, CA, United States
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